ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 456 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
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% | – |
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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% |