ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 486 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,116,243 | -1.0% | 173,440 | 0.0% | 0.01% | -7.7% |
| Q2 2023 | $7,189,088 | -0.6% | 173,440 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $7,228,979 | -53.0% | 173,440 | -53.9% | 0.01% | -56.7% |
| Q4 2022 | $15,377,502 | +91.1% | 376,070 | +86.6% | 0.03% | +87.5% |
| Q3 2022 | $8,048,000 | -34.8% | 201,500 | -25.4% | 0.02% | +60.0% |
| Q3 2021 | $12,339,000 | -0.8% | 270,000 | 0.0% | 0.01% | -9.1% |
| Q2 2021 | $12,436,000 | +3750.2% | 270,000 | +3786.0% | 0.01% | – |
| Q4 2019 | $323,000 | +19.2% | 6,948 | +19.0% | 0.00% | – |
| Q3 2019 | $271,000 | -47.4% | 5,838 | -47.1% | 0.00% | – |
| Q2 2019 | $515,000 | -44.2% | 11,028 | -44.2% | 0.00% | -100.0% |
| Q1 2019 | $923,000 | +137.3% | 19,755 | +125.6% | 0.00% | – |
| Q4 2018 | $389,000 | -85.7% | 8,755 | -85.0% | 0.00% | -100.0% |
| Q2 2018 | $2,718,000 | +73.0% | 58,300 | +73.6% | 0.00% | +50.0% |
| Q1 2018 | $1,571,000 | – | 33,580 | – | 0.00% | – |
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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% |