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 | $410,300 | -71.9% | 10,000 | -71.4% | 0.04% | -46.8% |
| Q1 2023 | $1,458,007 | +21.0% | 34,981 | +18.7% | 0.08% | +8.2% |
| Q4 2022 | $1,205,435 | +856.7% | 29,480 | +839.5% | 0.07% | +711.1% |
| Q3 2022 | $126,000 | -74.0% | 3,138 | -73.8% | 0.01% | -72.7% |
| Q2 2022 | $485,000 | -8.7% | 11,956 | -1.0% | 0.03% | +3.1% |
| Q1 2022 | $531,000 | +1.1% | 12,073 | +4.0% | 0.03% | -3.0% |
| Q4 2021 | $525,000 | -14.4% | 11,606 | -13.5% | 0.03% | -21.4% |
| Q3 2021 | $613,000 | +2.0% | 13,415 | +2.8% | 0.04% | -2.3% |
| Q2 2021 | $601,000 | +4.0% | 13,045 | +3.4% | 0.04% | -12.2% |
| Q1 2021 | $578,000 | -36.3% | 12,619 | -36.8% | 0.05% | -39.5% |
| Q4 2020 | $907,000 | -19.9% | 19,981 | -24.2% | 0.08% | +5.2% |
| Q3 2020 | $1,133,000 | +104.1% | 26,369 | +103.9% | 0.08% | +6.9% |
| Q2 2020 | $555,000 | +57.7% | 12,933 | +50.3% | 0.07% | +16.1% |
| Q1 2020 | $352,000 | – | 8,604 | – | 0.06% | – |
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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% |