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 | $677,898 | -81.5% | 16,522 | -81.3% | 0.24% | -78.9% |
| Q2 2023 | $3,657,175 | -12.4% | 88,231 | -11.9% | 1.14% | -23.9% |
| Q1 2023 | $4,175,752 | -12.7% | 100,186 | -14.4% | 1.50% | -11.1% |
| Q4 2022 | $4,784,498 | -4.4% | 117,009 | -6.6% | 1.69% | -6.3% |
| Q3 2022 | $5,003,000 | +17.5% | 125,257 | +19.3% | 1.81% | +62.3% |
| Q2 2022 | $4,257,000 | -15.5% | 104,988 | -8.4% | 1.11% | +1.9% |
| Q1 2022 | $5,040,000 | -89.4% | 114,649 | -89.1% | 1.09% | -86.4% |
| Q4 2021 | $47,609,000 | +2.6% | 1,050,971 | +3.5% | 8.05% | -10.5% |
| Q3 2021 | $46,421,000 | -2.2% | 1,015,775 | -1.4% | 8.99% | +1.4% |
| Q2 2021 | $47,459,000 | +35.6% | 1,030,374 | +34.9% | 8.87% | +30.5% |
| Q1 2021 | $34,998,000 | -5.6% | 763,983 | -6.3% | 6.80% | -5.1% |
| Q4 2020 | $37,055,000 | +155.0% | 815,474 | +146.7% | 7.16% | +79.8% |
| Q3 2020 | $14,529,000 | -7.7% | 330,574 | -9.9% | 3.98% | -3.0% |
| Q2 2020 | $15,738,000 | -56.5% | 366,950 | -52.9% | 4.11% | -26.7% |
| Q4 2019 | $36,150,000 | +57.0% | 778,590 | +57.2% | 5.60% | +71.0% |
| Q3 2019 | $23,028,000 | -5.2% | 495,332 | -4.8% | 3.28% | +15.3% |
| Q2 2019 | $24,303,000 | +19.6% | 520,406 | +19.6% | 2.84% | +40.7% |
| Q1 2019 | $20,323,000 | +0.8% | 435,092 | -3.8% | 2.02% | +11.7% |
| Q4 2018 | $20,158,000 | – | 452,473 | – | 1.81% | – |
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% |