ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 486 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $376 | -5.1% | 9,170 | -3.9% | 0.06% | -3.4% |
Q2 2023 | $396 | +4.8% | 9,547 | +5.3% | 0.06% | -4.8% |
Q1 2023 | $378 | +3.6% | 9,064 | +1.5% | 0.06% | +1.6% |
Q4 2022 | $365 | -99.9% | 8,932 | -2.3% | 0.06% | -10.3% |
Q3 2022 | $365,000 | -1.6% | 9,145 | +0.1% | 0.07% | +7.9% |
Q2 2022 | $371,000 | -10.0% | 9,138 | -2.8% | 0.06% | +5.0% |
Q1 2022 | $412,000 | -14.2% | 9,402 | -11.4% | 0.06% | -17.8% |
Q4 2021 | $480,000 | +14.3% | 10,610 | +14.9% | 0.07% | +12.3% |
Q3 2021 | $420,000 | -4.5% | 9,233 | -3.6% | 0.06% | -7.1% |
Q2 2021 | $440,000 | -12.2% | 9,574 | -12.4% | 0.07% | -18.6% |
Q1 2021 | $501,000 | -1.6% | 10,931 | -2.5% | 0.09% | -8.5% |
Q4 2020 | $509,000 | -17.5% | 11,211 | -20.3% | 0.09% | -23.6% |
Q3 2020 | $617,000 | +50.5% | 14,071 | +46.8% | 0.12% | +35.2% |
Q2 2020 | $410,000 | +34.9% | 9,583 | +25.3% | 0.09% | +15.2% |
Q1 2020 | $304,000 | -14.4% | 7,651 | -0.0% | 0.08% | +19.7% |
Q4 2019 | $355,000 | +5.0% | 7,654 | +4.8% | 0.07% | +3.1% |
Q3 2019 | $338,000 | +5.3% | 7,304 | +6.3% | 0.06% | -1.5% |
Q2 2019 | $321,000 | -26.5% | 6,871 | -26.5% | 0.06% | -19.8% |
Q1 2019 | $437,000 | +7.9% | 9,354 | +2.8% | 0.08% | -9.0% |
Q4 2018 | $405,000 | -10.0% | 9,098 | -5.1% | 0.09% | +4.7% |
Q3 2018 | $450,000 | -2.4% | 9,585 | -3.1% | 0.08% | -12.4% |
Q2 2018 | $461,000 | +0.4% | 9,887 | +0.3% | 0.10% | -4.9% |
Q1 2018 | $459,000 | +2.5% | 9,859 | +3.7% | 0.10% | +3.0% |
Q4 2017 | $448,000 | +4.4% | 9,506 | +5.9% | 0.10% | -2.9% |
Q3 2017 | $429,000 | -16.0% | 8,978 | -16.2% | 0.10% | -23.9% |
Q2 2017 | $511,000 | +4158.3% | 10,718 | +4328.9% | 0.13% | +3250.0% |
Q1 2017 | $12,000 | +9.1% | 242 | +6.6% | 0.00% | 0.0% |
Q4 2016 | $11,000 | – | 227 | – | 0.00% | – |
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% |