ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 441 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $700,259 | +3.7% | 17,067 | +4.3% | 0.18% | +8.0% |
Q2 2023 | $675,016 | +12.7% | 16,368 | +13.9% | 0.16% | +8.7% |
Q1 2023 | $598,900 | +33.2% | 14,369 | +30.7% | 0.15% | +25.2% |
Q4 2022 | $449,626 | +6.3% | 10,996 | +3.8% | 0.12% | -2.5% |
Q3 2022 | $423,000 | +11.3% | 10,598 | +13.1% | 0.12% | +13.0% |
Q2 2022 | $380,000 | -1.0% | 9,368 | +7.2% | 0.11% | +3.8% |
Q1 2022 | $384,000 | -28.9% | 8,736 | -26.7% | 0.10% | -26.2% |
Q4 2021 | $540,000 | +5.7% | 11,919 | +6.6% | 0.14% | +0.7% |
Q3 2021 | $511,000 | +10.4% | 11,183 | +11.3% | 0.14% | +9.4% |
Q2 2021 | $463,000 | +9.5% | 10,052 | +7.9% | 0.13% | -0.8% |
Q1 2021 | $423,000 | +18.2% | 9,313 | +14.4% | 0.13% | +6.6% |
Q4 2020 | $358,000 | 0.0% | 8,142 | 0.0% | 0.12% | 0.0% |
Q3 2020 | $358,000 | +1.4% | 8,142 | -1.1% | 0.12% | -4.0% |
Q2 2020 | $353,000 | – | 8,232 | – | 0.13% | – |
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% |