ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 450 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,103,082 | -9.6% | 100,002 | -8.7% | 0.00% | -25.0% |
Q2 2023 | $4,540,101 | -9.1% | 109,532 | -8.6% | 0.00% | 0.0% |
Q1 2023 | $4,996,473 | -0.9% | 119,877 | -2.8% | 0.00% | 0.0% |
Q4 2022 | $5,043,413 | +8.2% | 123,341 | +5.7% | 0.00% | 0.0% |
Q3 2022 | $4,661,000 | -11.4% | 116,707 | -10.0% | 0.00% | 0.0% |
Q2 2022 | $5,260,000 | -23.9% | 129,719 | -17.5% | 0.00% | -20.0% |
Q1 2022 | $6,915,000 | -6.9% | 157,295 | -4.0% | 0.01% | 0.0% |
Q4 2021 | $7,425,000 | -7.2% | 163,917 | -6.4% | 0.01% | 0.0% |
Q3 2021 | $8,000,000 | -0.8% | 175,062 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $8,063,000 | -1.4% | 175,062 | -2.0% | 0.01% | 0.0% |
Q1 2021 | $8,181,000 | -9.1% | 178,588 | -9.8% | 0.01% | -16.7% |
Q4 2020 | $8,999,000 | +22.2% | 198,042 | +18.2% | 0.01% | +20.0% |
Q3 2020 | $7,366,000 | +75.9% | 167,593 | +70.9% | 0.01% | +66.7% |
Q2 2020 | $4,187,000 | -19.0% | 98,060 | -12.0% | 0.00% | -25.0% |
Q4 2019 | $5,172,000 | +385.6% | 111,394 | +386.3% | 0.00% | +300.0% |
Q3 2019 | $1,065,000 | – | 22,905 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Sound Income Strategies, LLC | 1,025,983 | $46,621,000 | 10.29% |
Donoghue Forlines LLC | 815,474 | $37,055,000 | 7.16% |
Divergent Planning, LLC | 163,451 | $7,427,000 | 7.11% |
Clearwater Capital Advisors, LLC | 1,075,847 | $48,886,000 | 6.49% |
Kathmere Capital Management, LLC | 635,649 | $28,884,000 | 6.21% |
MBM Wealth Consultants, LLC | 250,348 | $11,376,000 | 6.19% |
Williams Financial, LLC | 137,861 | $6,264,000 | 5.92% |
IRONWOOD WEALTH MANAGEMENT, INC. | 135,159 | $6,142,000 | 5.53% |
Thrive Capital Management, LLC | 112,977 | $5,134,000 | 5.46% |
Advisor OS, LLC | 243,205 | $19,305,000 | 5.18% |