ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 439 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $253,032 | -82.8% | 6,071 | -83.2% | 0.04% | -83.6% |
| Q4 2022 | $1,475,027 | +19.5% | 36,073 | +16.8% | 0.21% | +9.7% |
| Q3 2022 | $1,234,000 | -1.5% | 30,884 | -0.1% | 0.20% | +3.2% |
| Q2 2022 | $1,253,000 | -7.5% | 30,902 | +0.3% | 0.19% | +2.7% |
| Q1 2022 | $1,354,000 | -9.6% | 30,803 | -6.8% | 0.18% | -8.0% |
| Q4 2021 | $1,497,000 | +537.0% | 33,056 | +540.2% | 0.20% | +334.8% |
| Q4 2020 | $235,000 | -87.7% | 5,163 | -87.3% | 0.05% | -91.5% |
| Q3 2018 | $1,916,000 | +28.0% | 40,701 | +26.8% | 0.54% | +16.9% |
| Q2 2018 | $1,497,000 | +9.8% | 32,101 | +10.2% | 0.46% | -2.3% |
| Q1 2018 | $1,363,000 | +17.2% | 29,136 | +18.1% | 0.47% | +13.4% |
| Q4 2017 | $1,163,000 | – | 24,679 | – | 0.42% | – |
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% |