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 | $34,670 | -12.2% | 845 | -11.3% | 0.00% | 0.0% |
| Q2 2023 | $39,502 | +12.2% | 953 | +12.8% | 0.00% | 0.0% |
| Q1 2023 | $35,220 | +29.1% | 845 | +26.7% | 0.00% | 0.0% |
| Q4 2022 | $27,274 | -33.5% | 667 | -34.3% | 0.00% | -50.0% |
| Q3 2022 | $41,000 | 0.0% | 1,015 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $41,000 | -8.9% | 1,015 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $45,000 | -58.3% | 1,015 | -57.4% | 0.00% | -50.0% |
| Q4 2021 | $108,000 | -0.9% | 2,380 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $109,000 | -11.4% | 2,380 | -11.2% | 0.00% | -20.0% |
| Q2 2021 | $123,000 | 0.0% | 2,680 | 0.0% | 0.01% | -16.7% |
| Q1 2021 | $123,000 | +13.9% | 2,680 | +12.6% | 0.01% | 0.0% |
| Q4 2020 | $108,000 | -45.5% | 2,380 | -47.1% | 0.01% | -50.0% |
| Q3 2020 | $198,000 | +2.6% | 4,500 | 0.0% | 0.01% | -7.7% |
| Q2 2020 | $193,000 | +4.9% | 4,500 | -0.3% | 0.01% | -13.3% |
| Q1 2020 | $184,000 | -12.0% | 4,514 | +0.3% | 0.02% | -6.2% |
| Q4 2019 | $209,000 | 0.0% | 4,500 | 0.0% | 0.02% | -11.1% |
| Q3 2019 | $209,000 | – | 4,500 | – | 0.02% | – |
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% |