ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 456 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $787,133 | +2.4% | 19,250 | 0.0% | 0.08% | +1.2% |
| Q3 2022 | $769,000 | -1.5% | 19,250 | 0.0% | 0.08% | +9.3% |
| Q2 2022 | $781,000 | -7.7% | 19,250 | 0.0% | 0.08% | +17.2% |
| Q1 2022 | $846,000 | -3.0% | 19,250 | 0.0% | 0.06% | +4.9% |
| Q4 2021 | $872,000 | -0.9% | 19,250 | 0.0% | 0.06% | -15.3% |
| Q3 2021 | $880,000 | +75.3% | 19,250 | +76.6% | 0.07% | +84.6% |
| Q2 2021 | $502,000 | -23.4% | 10,900 | -23.8% | 0.04% | -27.8% |
| Q1 2021 | $655,000 | +0.8% | 14,300 | 0.0% | 0.05% | -6.9% |
| Q4 2020 | $650,000 | -30.3% | 14,300 | -32.5% | 0.06% | -40.2% |
| Q3 2020 | $932,000 | -5.5% | 21,200 | -7.8% | 0.10% | -4.9% |
| Q2 2020 | $986,000 | +4.9% | 23,000 | 0.0% | 0.10% | -9.7% |
| Q1 2020 | $940,000 | -34.7% | 23,000 | -25.8% | 0.11% | -11.7% |
| Q4 2019 | $1,439,000 | +65.6% | 31,000 | +65.8% | 0.13% | +52.4% |
| Q3 2019 | $869,000 | – | 18,700 | – | 0.08% | – |
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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% |