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 | $2,321,859 | +769.6% | 56,589 | +751.1% | 0.01% | +100.0% |
Q3 2022 | $267,000 | -2.9% | 6,649 | -1.1% | 0.00% | 0.0% |
Q2 2022 | $275,000 | -7.7% | 6,721 | -0.8% | 0.00% | 0.0% |
Q1 2022 | $298,000 | -1.0% | 6,773 | +0.1% | 0.00% | 0.0% |
Q4 2021 | $301,000 | -0.7% | 6,768 | +1.7% | 0.00% | 0.0% |
Q3 2021 | $303,000 | -0.7% | 6,655 | +0.1% | 0.00% | -20.0% |
Q2 2021 | $305,000 | +4.1% | 6,649 | +3.8% | 0.01% | 0.0% |
Q1 2021 | $293,000 | – | 6,404 | – | 0.01% | – |
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% |