ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 408 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $403,640 | -8.3% | 9,738 | -7.8% | 0.01% | -22.2% |
| Q1 2023 | $440,050 | -84.9% | 10,558 | -85.5% | 0.02% | -89.3% |
| Q3 2022 | $2,909,000 | +97.6% | 72,838 | +100.7% | 0.17% | +100.0% |
| Q2 2022 | $1,472,000 | -5.5% | 36,296 | +2.5% | 0.08% | +9.1% |
| Q1 2022 | $1,557,000 | +5.5% | 35,419 | +8.7% | 0.08% | +8.5% |
| Q4 2021 | $1,476,000 | +136.2% | 32,581 | +138.2% | 0.07% | +102.9% |
| Q3 2021 | $625,000 | – | 13,679 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EXELON CORP | 840,020 | $38,053,000 | 27.78% |
| Donoghue Forlines LLC | 1,050,971 | $47,609,000 | 8.05% |
| Divergent Planning, LLC | 210,559 | $9,526,000 | 6.97% |
| Thrive Capital Management, LLC | 220,289 | $9,979,000 | 6.50% |
| Clearwater Capital Advisors, LLC | 1,230,875 | $55,759,000 | 6.15% |
| Sound Income Strategies, LLC | 1,081,764 | $49,004,000 | 5.77% |
| B, B, H, & B INC. | 151,453 | $6,861,000 | 5.72% |
| Kathmere Capital Management, LLC | 695,809 | $31,520,000 | 5.47% |
| IRONWOOD WEALTH MANAGEMENT, INC. | 161,492 | $7,316,000 | 5.12% |
| Regal Wealth Group, Inc. | 193,269 | $8,755,000 | 4.93% |