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 | $19,510,019 | +43.0% | 475,506 | +44.5% | 0.60% | +44.8% |
| Q2 2023 | $13,644,490 | +119.7% | 329,180 | +120.9% | 0.42% | +106.5% |
| Q1 2023 | $6,211,266 | +9.0% | 149,023 | +6.9% | 0.20% | +2.6% |
| Q4 2022 | $5,698,769 | -48.1% | 139,368 | -48.5% | 0.20% | -62.1% |
| Q2 2022 | $10,983,000 | +171.3% | 270,860 | +194.1% | 0.52% | +198.8% |
| Q1 2022 | $4,048,000 | – | 92,085 | – | 0.17% | – |
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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% |