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 | $1,063,578 | -5.8% | 25,921 | -4.8% | 0.25% | -4.9% |
| Q2 2023 | $1,129,179 | +38.9% | 27,241 | +39.6% | 0.27% | +33.5% |
| Q1 2023 | $813,221 | +1748.2% | 19,511 | +1649.9% | 0.20% | +1233.3% |
| Q3 2022 | $44,000 | +63.0% | 1,115 | +63.0% | 0.02% | +66.7% |
| Q2 2022 | $27,000 | +125.0% | 684 | +136.7% | 0.01% | +200.0% |
| Q1 2022 | $12,000 | +71.4% | 289 | +80.6% | 0.00% | +50.0% |
| Q4 2021 | $7,000 | -30.0% | 160 | -29.5% | 0.00% | -50.0% |
| Q4 2015 | $10,000 | 0.0% | 227 | 0.0% | 0.00% | -20.0% |
| Q3 2015 | $10,000 | +25.0% | 227 | +32.0% | 0.01% | +25.0% |
| Q2 2015 | $8,000 | – | 172 | – | 0.00% | – |
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% |