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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $14,595,000 | -1.0% | 365,422 | +0.5% | 10.74% | +1.4% |
| Q2 2022 | $14,747,000 | -4.4% | 363,684 | +3.3% | 10.60% | +7.4% |
| Q1 2022 | $15,419,000 | +61.9% | 352,028 | +67.2% | 9.87% | +41.5% |
| Q4 2021 | $9,526,000 | +8.8% | 210,559 | +9.1% | 6.97% | -1.5% |
| Q3 2021 | $8,753,000 | +3.0% | 192,924 | +4.0% | 7.08% | +2.7% |
| Q2 2021 | $8,498,000 | +6.1% | 185,499 | +6.2% | 6.89% | +0.8% |
| Q1 2021 | $8,007,000 | +7.8% | 174,749 | +6.9% | 6.83% | -3.9% |
| Q4 2020 | $7,427,000 | – | 163,451 | – | 7.11% | – |
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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% |