ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 450 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $455,279 | +0.0% | 10,982 | 0.0% | 0.36% | 0.0% |
Q2 2023 | $455,276 | -40.8% | 10,982 | -40.4% | 0.36% | -32.7% |
Q1 2023 | $768,504 | -2.5% | 18,437 | -4.4% | 0.54% | +38.9% |
Q4 2022 | $788,350 | -10.7% | 19,277 | -12.8% | 0.39% | +15.5% |
Q3 2022 | $883,000 | +86.7% | 22,100 | +89.4% | 0.34% | +8.7% |
Q2 2022 | $473,000 | – | 11,668 | – | 0.31% | – |
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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% |