ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 456 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $953,143 | -89.7% | 22,995 | -88.7% | 0.03% | -81.0% |
| Q4 2020 | $9,211,000 | -49.3% | 202,713 | -50.9% | 0.14% | -59.0% |
| Q3 2020 | $18,152,000 | +164.5% | 413,021 | +158.2% | 0.33% | +145.6% |
| Q2 2020 | $6,862,000 | +360.8% | 159,982 | +339.2% | 0.14% | +195.7% |
| Q1 2020 | $1,489,000 | +12.5% | 36,425 | +27.7% | 0.05% | +15.0% |
| Q4 2019 | $1,324,000 | +324.4% | 28,519 | +329.7% | 0.04% | +122.2% |
| Q3 2018 | $312,000 | +1.6% | 6,637 | +0.8% | 0.02% | -18.2% |
| Q2 2018 | $307,000 | +24.8% | 6,584 | +25.0% | 0.02% | +4.8% |
| Q1 2018 | $246,000 | – | 5,268 | – | 0.02% | – |
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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% |