ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 560 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $581,231 | -10.4% | 14,166 | -9.4% | 0.00% | 0.0% |
Q2 2023 | $648,402 | +14.6% | 15,643 | +15.3% | 0.00% | +100.0% |
Q1 2023 | $565,639 | +10320.8% | 13,571 | -89.8% | 0.00% | -92.9% |
Q4 2022 | $5,428 | -99.4% | 132,756 | +454.2% | 0.01% | +366.7% |
Q3 2022 | $957,000 | -39.8% | 23,953 | -38.9% | 0.00% | -25.0% |
Q2 2022 | $1,589,000 | +151.4% | 39,175 | +172.5% | 0.00% | +100.0% |
Q1 2022 | $632,000 | +202.4% | 14,374 | +211.4% | 0.00% | – |
Q4 2021 | $209,000 | -25.9% | 4,616 | -25.0% | 0.00% | -100.0% |
Q1 2021 | $282,000 | -84.4% | 6,155 | -84.5% | 0.00% | -80.0% |
Q4 2020 | $1,809,000 | +24.6% | 39,806 | +20.5% | 0.01% | 0.0% |
Q3 2020 | $1,452,000 | +20.4% | 33,041 | +17.5% | 0.01% | 0.0% |
Q2 2020 | $1,206,000 | -0.7% | 28,128 | -5.3% | 0.01% | -16.7% |
Q1 2020 | $1,214,000 | +483.7% | 29,697 | +567.6% | 0.01% | +500.0% |
Q2 2019 | $208,000 | – | 4,448 | – | 0.00% | – |
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% |