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 | $1,706,809 | +5.6% | 41,599 | +6.7% | 0.24% | +1.7% |
| Q2 2023 | $1,616,552 | +6.8% | 39,000 | +6.4% | 0.23% | -4.5% |
| Q1 2023 | $1,513,567 | +24.7% | 36,639 | +23.4% | 0.24% | +2.5% |
| Q4 2022 | $1,213,997 | +22.6% | 29,689 | +19.8% | 0.24% | +13.4% |
| Q3 2022 | $990,000 | +15.9% | 24,785 | +17.6% | 0.21% | +15.5% |
| Q2 2022 | $854,000 | +197.6% | 21,073 | +223.9% | 0.18% | +241.5% |
| Q1 2022 | $287,000 | -2.0% | 6,506 | -1.5% | 0.05% | +10.4% |
| Q4 2021 | $293,000 | -63.5% | 6,607 | -62.3% | 0.05% | -66.7% |
| Q3 2021 | $802,000 | 0.0% | 17,518 | 0.0% | 0.14% | 0.0% |
| Q2 2021 | $802,000 | +149.1% | 17,518 | +149.4% | 0.14% | +128.6% |
| Q1 2021 | $322,000 | +13.4% | 7,023 | +12.4% | 0.06% | +6.8% |
| Q4 2020 | $284,000 | – | 6,249 | – | 0.06% | – |
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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% |