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 | $13,583,480 | +23.7% | 331,062 | +25.0% | 0.24% | +22.2% |
| Q2 2023 | $10,977,670 | +4.6% | 264,841 | +5.2% | 0.20% | -0.5% |
| Q1 2023 | $10,491,016 | -40.2% | 251,704 | -41.3% | 0.20% | -44.7% |
| Q4 2022 | $17,546,316 | -2.8% | 429,110 | -5.0% | 0.36% | -9.5% |
| Q3 2022 | $18,043,000 | +100.8% | 451,763 | +103.9% | 0.40% | +111.7% |
| Q2 2022 | $8,985,000 | +87.8% | 221,570 | +103.6% | 0.19% | +123.8% |
| Q1 2022 | $4,785,000 | -43.1% | 108,846 | -41.2% | 0.08% | -58.6% |
| Q4 2020 | $8,406,000 | +15.6% | 184,997 | +11.8% | 0.20% | -8.1% |
| Q3 2020 | $7,272,000 | +63.3% | 165,466 | +59.3% | 0.22% | +44.4% |
| Q2 2020 | $4,454,000 | +46.2% | 103,841 | +39.4% | 0.15% | -34.6% |
| Q1 2020 | $3,046,000 | +545.3% | 74,518 | +632.7% | 0.23% | +1700.0% |
| Q4 2019 | $472,000 | – | 10,170 | – | 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% |