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 | $17,601,234 | +2.7% | 429,412 | +3.8% | 1.02% | +0.9% |
Q2 2023 | $17,131,171 | +2.4% | 413,519 | +3.0% | 1.01% | -3.3% |
Q1 2023 | $16,726,432 | +136.3% | 401,306 | +131.8% | 1.04% | +112.4% |
Q4 2022 | $7,079,862 | -2.4% | 173,160 | -4.6% | 0.49% | +3.6% |
Q3 2022 | $7,252,000 | -5.4% | 181,579 | -3.9% | 0.48% | -1.2% |
Q2 2022 | $7,664,000 | -13.0% | 188,992 | -5.7% | 0.48% | +14.3% |
Q1 2022 | $8,806,000 | -52.2% | 200,325 | -50.7% | 0.42% | -47.4% |
Q4 2021 | $18,409,000 | -0.9% | 406,390 | -0.1% | 0.80% | -0.9% |
Q3 2021 | $18,584,000 | +4.2% | 406,660 | +5.0% | 0.81% | +7.7% |
Q2 2021 | $17,835,000 | -24.3% | 387,219 | -24.7% | 0.75% | -29.2% |
Q1 2021 | $23,566,000 | +4.0% | 514,430 | +3.2% | 1.06% | +5.1% |
Q4 2020 | $22,658,000 | – | 498,643 | – | 1.01% | – |
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% |