ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 450 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,145,048 | -2.9% | 52,280 | -2.0% | 1.04% | +3.7% |
| Q2 2023 | $2,210,114 | +743.4% | 53,320 | +748.1% | 1.00% | +723.0% |
| Q1 2023 | $262,042 | +1.9% | 6,287 | 0.0% | 0.12% | -4.7% |
| Q4 2022 | $257,075 | -7.5% | 6,287 | -9.6% | 0.13% | -13.5% |
| Q3 2022 | $278,000 | -85.0% | 6,955 | -84.8% | 0.15% | -84.1% |
| Q2 2022 | $1,855,000 | -14.9% | 45,741 | -7.8% | 0.93% | +1.2% |
| Q1 2022 | $2,180,000 | +0.4% | 49,590 | +3.5% | 0.92% | +5.9% |
| Q4 2021 | $2,172,000 | +0.9% | 47,936 | +1.8% | 0.87% | -6.0% |
| Q3 2021 | $2,153,000 | +8.7% | 47,111 | +9.6% | 0.92% | +17.5% |
| Q2 2021 | $1,980,000 | +7.1% | 42,993 | +6.5% | 0.78% | -3.7% |
| Q1 2021 | $1,849,000 | +0.3% | 40,357 | +1.7% | 0.81% | -20.6% |
| Q3 2019 | $1,844,000 | -61.5% | 39,664 | -61.0% | 1.02% | -65.2% |
| Q3 2018 | $4,791,000 | -1.2% | 101,762 | -2.1% | 2.94% | -0.8% |
| Q2 2018 | $4,847,000 | -4.3% | 103,971 | -4.0% | 2.97% | -5.4% |
| Q1 2018 | $5,065,000 | -1.1% | 108,256 | -0.3% | 3.14% | -0.7% |
| Q4 2017 | $5,119,000 | -0.5% | 108,623 | +1.0% | 3.16% | +2.5% |
| Q3 2017 | $5,143,000 | +9.9% | 107,530 | +10.0% | 3.08% | +5.0% |
| Q2 2017 | $4,678,000 | +4.0% | 97,751 | +3.9% | 2.94% | +2.5% |
| Q1 2017 | $4,497,000 | +0.6% | 94,121 | -0.3% | 2.87% | -1.3% |
| Q4 2016 | $4,471,000 | +21.2% | 94,450 | +21.1% | 2.90% | +20.1% |
| Q3 2016 | $3,689,000 | – | 78,020 | – | 2.42% | – |
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% |