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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,310,977 | -31.9% | 56,324 | -31.3% | 0.11% | -38.1% |
| Q2 2023 | $3,395,845 | -50.1% | 81,926 | -49.9% | 0.18% | -55.8% |
| Q1 2023 | $6,809,941 | -11.9% | 163,386 | -13.6% | 0.40% | -24.6% |
| Q4 2022 | $7,730,733 | +7.5% | 189,062 | +5.0% | 0.53% | -3.6% |
| Q3 2022 | $7,192,000 | +3.9% | 180,070 | +5.5% | 0.55% | +3.0% |
| Q2 2022 | $6,923,000 | +14.0% | 170,717 | +23.6% | 0.53% | +25.8% |
| Q1 2022 | $6,073,000 | +32.9% | 138,138 | +37.0% | 0.42% | +29.8% |
| Q4 2021 | $4,568,000 | -5.2% | 100,839 | -4.4% | 0.33% | -10.2% |
| Q3 2021 | $4,820,000 | +4.3% | 105,477 | +5.1% | 0.36% | -0.8% |
| Q2 2021 | $4,621,000 | +34.7% | 100,319 | +34.0% | 0.37% | +15.1% |
| Q1 2021 | $3,430,000 | +84.2% | 74,868 | +82.7% | 0.32% | +82.8% |
| Q4 2020 | $1,862,000 | +68.8% | 40,970 | +63.2% | 0.17% | +39.2% |
| Q3 2020 | $1,103,000 | +12.8% | 25,101 | +10.1% | 0.12% | -5.3% |
| Q2 2020 | $978,000 | +58.0% | 22,805 | +50.6% | 0.13% | +16.8% |
| Q1 2020 | $619,000 | +34.9% | 15,142 | +53.0% | 0.11% | +79.4% |
| Q4 2019 | $459,000 | – | 9,894 | – | 0.06% | – |
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% |