ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 441 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,033,990 | -4.0% | 147,063 | -3.0% | 0.04% | -13.6% |
| Q2 2023 | $6,284,650 | +3.1% | 151,620 | +3.6% | 0.04% | -2.2% |
| Q1 2023 | $6,098,554 | -72.8% | 146,318 | -73.3% | 0.04% | -75.3% |
| Q4 2022 | $22,406,616 | +2927.9% | 547,973 | +2859.5% | 0.18% | +1922.2% |
| Q3 2022 | $740,000 | -41.8% | 18,516 | -40.9% | 0.01% | -43.8% |
| Q2 2022 | $1,271,000 | +11.2% | 31,342 | +20.6% | 0.02% | +14.3% |
| Q1 2022 | $1,143,000 | -48.2% | 25,995 | -46.7% | 0.01% | -48.1% |
| Q4 2021 | $2,208,000 | -13.4% | 48,731 | -12.7% | 0.03% | -22.9% |
| Q3 2021 | $2,550,000 | -1.6% | 55,806 | -0.8% | 0.04% | -5.4% |
| Q2 2021 | $2,592,000 | +43.6% | 56,270 | +42.8% | 0.04% | -2.6% |
| Q1 2021 | $1,805,000 | -38.1% | 39,406 | -38.6% | 0.04% | -44.1% |
| Q4 2020 | $2,916,000 | +18.5% | 64,170 | +14.6% | 0.07% | +6.2% |
| Q3 2020 | $2,461,000 | -11.1% | 56,000 | -13.2% | 0.06% | -13.5% |
| Q2 2020 | $2,768,000 | +112.3% | 64,546 | +102.2% | 0.07% | +72.1% |
| Q1 2020 | $1,304,000 | +399.6% | 31,916 | +477.5% | 0.04% | +377.8% |
| Q3 2018 | $261,000 | – | 5,527 | – | 0.01% | – |
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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% |