ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 441 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $565,441 | +9.8% | 13,781 | +10.9% | 0.04% | +16.1% |
| Q2 2023 | $515,058 | +12.2% | 12,426 | +12.8% | 0.03% | +3.3% |
| Q1 2023 | $458,980 | +2.2% | 11,012 | +0.3% | 0.03% | -9.1% |
| Q4 2022 | $448,890 | -20.7% | 10,978 | -22.6% | 0.03% | -40.0% |
| Q3 2022 | $566,000 | -0.5% | 14,175 | +1.1% | 0.06% | +1.9% |
| Q2 2022 | $569,000 | -11.5% | 14,024 | -4.1% | 0.05% | +8.0% |
| Q1 2022 | $643,000 | +7.5% | 14,624 | +10.7% | 0.05% | +8.7% |
| Q4 2021 | $598,000 | +179.4% | 13,208 | +181.9% | 0.05% | +109.1% |
| Q3 2021 | $214,000 | -0.9% | 4,685 | 0.0% | 0.02% | +46.7% |
| Q2 2021 | $216,000 | +0.5% | 4,685 | 0.0% | 0.02% | -11.8% |
| Q1 2021 | $215,000 | -42.2% | 4,685 | -41.1% | 0.02% | -55.3% |
| Q2 2019 | $372,000 | +14.8% | 7,958 | +14.8% | 0.04% | +5.6% |
| Q1 2019 | $324,000 | -44.2% | 6,934 | -43.8% | 0.04% | -42.9% |
| Q3 2018 | $581,000 | +4.7% | 12,332 | +3.6% | 0.06% | +57.5% |
| Q2 2018 | $555,000 | – | 11,904 | – | 0.04% | – |
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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% |