ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 450 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $667 | -80.6% | 16,262 | -80.4% | 0.54% | -62.1% |
| Q2 2023 | $3,437 | +119.5% | 82,921 | +120.8% | 1.42% | +104.0% |
| Q1 2023 | $1,566 | +20.9% | 37,561 | +18.6% | 0.70% | +48.2% |
| Q4 2022 | $1,295 | -99.4% | 31,677 | +488.0% | 0.47% | +311.4% |
| Q2 2022 | $218,000 | -90.6% | 5,387 | -89.8% | 0.11% | -84.1% |
| Q1 2022 | $2,317,000 | -75.9% | 52,697 | -75.2% | 0.72% | -58.5% |
| Q4 2021 | $9,630,000 | +314.9% | 212,574 | +318.6% | 1.72% | +141.3% |
| Q3 2021 | $2,321,000 | -71.4% | 50,786 | -71.1% | 0.72% | -57.1% |
| Q2 2021 | $8,102,000 | -21.8% | 175,902 | -22.2% | 1.67% | -38.2% |
| Q1 2021 | $10,358,000 | +38.8% | 226,097 | +37.7% | 2.70% | +50.0% |
| Q4 2020 | $7,460,000 | – | 164,162 | – | 1.80% | – |
Download | ||||||
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% |