ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 203 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $454,939 | +2.0% | 10,976 | +2.5% | 0.02% | -4.0% |
Q1 2023 | $446,168 | -15.6% | 10,705 | -17.2% | 0.02% | -24.2% |
Q4 2022 | $528,482 | +128.8% | 12,924 | +123.4% | 0.03% | +83.3% |
Q3 2022 | $231,000 | -21.7% | 5,785 | -10.9% | 0.02% | -28.0% |
Q4 2020 | $295,000 | +26.6% | 6,491 | +22.5% | 0.02% | +8.7% |
Q3 2020 | $233,000 | +11550.0% | 5,297 | +13482.1% | 0.02% | +2200.0% |
Q1 2018 | $2,000 | 0.0% | 39 | 0.0% | 0.00% | 0.0% |
Q4 2017 | $2,000 | +100.0% | 39 | +254.5% | 0.00% | 0.0% |
Q4 2016 | $1,000 | – | 11 | – | 0.00% | – |
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% |