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 | $371,075 | -59.0% | 9,044 | -58.5% | 0.03% | -52.2% |
| Q2 2023 | $904,315 | -20.2% | 21,817 | -19.7% | 0.07% | -27.4% |
| Q1 2023 | $1,132,696 | -14.9% | 27,176 | -16.5% | 0.10% | -26.9% |
| Q4 2022 | $1,330,278 | +90.3% | 32,533 | +86.0% | 0.13% | +62.5% |
| Q3 2022 | $699,000 | -7.2% | 17,490 | -5.9% | 0.08% | -5.9% |
| Q2 2022 | $753,000 | -13.8% | 18,578 | -6.6% | 0.08% | -2.3% |
| Q1 2022 | $874,000 | -10.4% | 19,893 | -7.6% | 0.09% | -9.4% |
| Q4 2021 | $975,000 | -22.9% | 21,529 | -22.2% | 0.10% | -31.4% |
| Q3 2021 | $1,265,000 | +53.9% | 27,683 | +55.2% | 0.14% | +48.9% |
| Q2 2021 | $822,000 | -18.5% | 17,836 | -18.9% | 0.09% | -27.1% |
| Q1 2021 | $1,008,000 | -24.7% | 22,004 | -25.3% | 0.13% | -43.2% |
| Q4 2020 | $1,339,000 | +72.6% | 29,458 | +67.5% | 0.23% | +52.3% |
| Q3 2020 | $776,000 | – | 17,590 | – | 0.15% | – |
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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% |