ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 486 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $32,619 | -1.0% | 795 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $32,953 | -0.6% | 795 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $33,136 | +1.9% | 795 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $32,508 | +1.6% | 795 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $32,000 | 0.0% | 795 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $32,000 | -44.8% | 795 | -39.5% | 0.00% | 0.0% |
| Q1 2022 | $58,000 | -3.3% | 1,315 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $60,000 | 0.0% | 1,315 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $60,000 | +62.2% | 1,315 | +65.4% | 0.00% | 0.0% |
| Q2 2021 | $37,000 | -19.6% | 795 | -21.7% | 0.00% | 0.0% |
| Q1 2021 | $46,000 | 0.0% | 1,015 | 0.0% | 0.00% | -50.0% |
| Q4 2020 | $46,000 | +2.2% | 1,015 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $45,000 | – | 1,015 | – | 0.00% | – |
Download | ||||||
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% |