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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $221,605 | -2.1% | 5,346 | -1.6% | 0.02% | -5.9% |
| Q1 2023 | $226,386 | -66.3% | 5,431 | -67.0% | 0.02% | -69.6% |
| Q4 2022 | $672,344 | +68.5% | 16,442 | +67.1% | 0.06% | +55.6% |
| Q2 2022 | $399,000 | -5.9% | 9,840 | +2.0% | 0.04% | +5.9% |
| Q1 2022 | $424,000 | -8.8% | 9,643 | -6.1% | 0.03% | +3.0% |
| Q4 2021 | $465,000 | -4.7% | 10,264 | -3.9% | 0.03% | -21.4% |
| Q3 2021 | $488,000 | -17.3% | 10,679 | -16.6% | 0.04% | -19.2% |
| Q2 2021 | $590,000 | -11.3% | 12,803 | -11.8% | 0.05% | -26.8% |
| Q1 2021 | $665,000 | -66.4% | 14,512 | -66.7% | 0.07% | -74.0% |
| Q4 2020 | $1,981,000 | +144.3% | 43,596 | +136.2% | 0.27% | +37.9% |
| Q3 2020 | $811,000 | +88.6% | 18,454 | +84.0% | 0.20% | +50.0% |
| Q2 2020 | $430,000 | +163.8% | 10,030 | +151.9% | 0.13% | +14.8% |
| Q1 2020 | $163,000 | – | 3,981 | – | 0.12% | – |
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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% |