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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $467,562 | -11.5% | 11,396 | -10.6% | 0.00% | 0.0% |
| Q2 2023 | $528,617 | +3.9% | 12,753 | +4.5% | 0.00% | 0.0% |
| Q1 2023 | $508,730 | -70.4% | 12,206 | -70.9% | 0.00% | -77.8% |
| Q4 2022 | $1,717,666 | -40.8% | 42,007 | -42.2% | 0.01% | -47.1% |
| Q3 2022 | $2,903,000 | +2.0% | 72,674 | +3.6% | 0.02% | -5.6% |
| Q2 2022 | $2,845,000 | +75.6% | 70,148 | +90.3% | 0.02% | +80.0% |
| Q1 2022 | $1,620,000 | -8.3% | 36,859 | -5.4% | 0.01% | -16.7% |
| Q4 2021 | $1,766,000 | -33.9% | 38,978 | -33.4% | 0.01% | -45.5% |
| Q3 2021 | $2,673,000 | -30.4% | 58,500 | -29.8% | 0.02% | -38.9% |
| Q2 2021 | $3,838,000 | +3.5% | 83,321 | +2.9% | 0.04% | -10.0% |
| Q1 2021 | $3,709,000 | -7.2% | 80,971 | -7.9% | 0.04% | -24.5% |
| Q4 2020 | $3,996,000 | +66.6% | 87,941 | +61.4% | 0.05% | +32.5% |
| Q3 2020 | $2,398,000 | -50.7% | 54,478 | -51.8% | 0.04% | -50.0% |
| Q2 2020 | $4,863,000 | +259.7% | 113,098 | +234.5% | 0.08% | +166.7% |
| Q1 2020 | $1,352,000 | -56.9% | 33,810 | -49.9% | 0.03% | -40.0% |
| Q4 2019 | $3,140,000 | -63.0% | 67,509 | -63.0% | 0.05% | -83.2% |
| Q3 2019 | $8,493,000 | -4.3% | 182,680 | -3.9% | 0.30% | -9.1% |
| Q2 2019 | $8,877,000 | -0.6% | 190,081 | -0.6% | 0.33% | -9.4% |
| Q1 2019 | $8,931,000 | -14.1% | 191,195 | -18.1% | 0.36% | -35.1% |
| Q4 2018 | $10,402,000 | +23.3% | 233,500 | +30.3% | 0.56% | +48.0% |
| Q3 2018 | $8,435,000 | +1.0% | 179,167 | 0.0% | 0.38% | -18.6% |
| Q2 2018 | $8,353,000 | +0.7% | 179,167 | +0.9% | 0.46% | -9.7% |
| Q1 2018 | $8,299,000 | +2.3% | 177,655 | +3.2% | 0.51% | +4.5% |
| Q4 2017 | $8,115,000 | -47.7% | 172,183 | -47.7% | 0.49% | -25.5% |
| Q3 2017 | $15,507,000 | +119.5% | 329,482 | +123.2% | 0.66% | -25.4% |
| Q2 2017 | $7,065,000 | +443.5% | 147,618 | +442.4% | 0.88% | +568.9% |
| Q1 2017 | $1,300,000 | -75.2% | 27,215 | -75.4% | 0.13% | -72.3% |
| Q4 2016 | $5,243,000 | – | 110,744 | – | 0.48% | – |
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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% |