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 | $220,320 | -1.3% | 5,315 | -0.8% | 0.10% | -12.3% |
| Q1 2023 | $223,313 | +9.4% | 5,358 | +7.4% | 0.11% | +4.6% |
| Q4 2022 | $204,100 | -78.4% | 4,991 | -78.9% | 0.11% | -78.8% |
| Q3 2022 | $945,000 | -2.9% | 23,666 | -1.4% | 0.52% | +0.2% |
| Q2 2022 | $973,000 | -18.2% | 23,999 | -11.3% | 0.51% | -0.2% |
| Q1 2022 | $1,190,000 | +49.3% | 27,067 | +53.9% | 0.52% | +49.3% |
| Q4 2021 | $797,000 | +21.1% | 17,585 | +22.2% | 0.34% | +12.0% |
| Q3 2021 | $658,000 | – | 14,393 | – | 0.31% | – |
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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% |