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 | $698,025 | -5.0% | 17,013 | -4.0% | 0.07% | 0.0% |
Q2 2023 | $734,405 | +6.6% | 17,718 | +7.2% | 0.07% | +1.5% |
Q1 2023 | $689,059 | +7.6% | 16,532 | +5.6% | 0.06% | +3.2% |
Q4 2022 | $640,264 | -16.4% | 15,658 | -18.4% | 0.06% | -25.0% |
Q3 2022 | $766,000 | -3.3% | 19,182 | -1.8% | 0.08% | 0.0% |
Q2 2022 | $792,000 | -45.6% | 19,541 | -41.0% | 0.08% | -38.7% |
Q1 2022 | $1,456,000 | -2.9% | 33,113 | +0.1% | 0.14% | -2.8% |
Q4 2021 | $1,499,000 | -1.5% | 33,080 | -0.7% | 0.14% | -9.6% |
Q3 2021 | $1,522,000 | – | 33,302 | – | 0.16% | – |
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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% |