ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 560 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $94 | -99.9% | 2,297 | 0.0% | 0.06% | -4.8% |
| Q3 2022 | $92,000 | -1.1% | 2,297 | 0.0% | 0.06% | 0.0% |
| Q2 2022 | $93,000 | -7.9% | 2,297 | 0.0% | 0.06% | +3.3% |
| Q1 2022 | $101,000 | -2.9% | 2,297 | 0.0% | 0.06% | +3.4% |
| Q4 2021 | $104,000 | -1.0% | 2,297 | 0.0% | 0.06% | -7.8% |
| Q3 2021 | $105,000 | -0.9% | 2,297 | 0.0% | 0.06% | -4.5% |
| Q2 2021 | $106,000 | +1.0% | 2,297 | 0.0% | 0.07% | -4.3% |
| Q1 2021 | $105,000 | +1.0% | 2,297 | 0.0% | 0.07% | -7.9% |
| Q4 2020 | $104,000 | +3.0% | 2,297 | 0.0% | 0.08% | -13.6% |
| Q3 2020 | $101,000 | +3.1% | 2,297 | +0.4% | 0.09% | -1.1% |
| Q2 2020 | $98,000 | +6.5% | 2,287 | +1.4% | 0.09% | -3.3% |
| Q1 2020 | $92,000 | -11.5% | 2,255 | +0.8% | 0.09% | +16.5% |
| Q4 2019 | $104,000 | +2.0% | 2,236 | +1.8% | 0.08% | -6.0% |
| Q3 2019 | $102,000 | +1.0% | 2,197 | +1.3% | 0.08% | -2.3% |
| Q2 2019 | $101,000 | +1.0% | 2,168 | +1.4% | 0.09% | +1.2% |
| Q1 2019 | $100,000 | +6.4% | 2,139 | +0.9% | 0.08% | -6.6% |
| Q4 2018 | $94,000 | -4.1% | 2,120 | +2.0% | 0.09% | +5.8% |
| Q3 2018 | $98,000 | +8.9% | 2,078 | +7.1% | 0.09% | +6.2% |
| Q2 2018 | $90,000 | 0.0% | 1,940 | +1.3% | 0.08% | -1.2% |
| Q1 2018 | $90,000 | +1.1% | 1,915 | +0.9% | 0.08% | +9.3% |
| Q4 2017 | $89,000 | – | 1,898 | – | 0.08% | – |
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% |