ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 560 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $196,383 | -22.5% | 4,786 | -21.7% | 0.00% | 0.0% |
| Q2 2023 | $253,356 | -8.6% | 6,112 | -8.1% | 0.00% | -33.3% |
| Q1 2023 | $277,266 | +310.7% | 6,652 | +302.9% | 0.00% | +200.0% |
| Q4 2022 | $67,509 | +6650.9% | 1,651 | +12600.0% | 0.00% | – |
| Q3 2022 | $1,000 | -75.0% | 13 | -85.1% | 0.00% | – |
| Q4 2021 | $4,000 | 0.0% | 87 | 0.0% | 0.00% | – |
| Q3 2021 | $4,000 | 0.0% | 87 | 0.0% | 0.00% | – |
| Q2 2021 | $4,000 | 0.0% | 87 | 0.0% | 0.00% | – |
| Q1 2021 | $4,000 | 0.0% | 87 | 0.0% | 0.00% | – |
| Q4 2020 | $4,000 | -97.5% | 87 | -97.4% | 0.00% | -100.0% |
| Q2 2017 | $163,000 | -0.6% | 3,410 | -0.5% | 0.01% | -6.7% |
| Q1 2017 | $164,000 | – | 3,428 | – | 0.02% | – |
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% |