ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 441 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,844 | -0.7% | 94 | +1.1% | 0.00% | – |
Q2 2023 | $3,873 | -0.3% | 93 | 0.0% | 0.00% | – |
Q1 2023 | $3,883 | +2.1% | 93 | 0.0% | 0.00% | – |
Q4 2022 | $3,803 | +26.8% | 93 | +29.2% | 0.00% | – |
Q3 2022 | $3,000 | -62.5% | 72 | -61.1% | 0.00% | -100.0% |
Q2 2022 | $8,000 | +166.7% | 185 | +156.9% | 0.00% | – |
Q1 2022 | $3,000 | 0.0% | 72 | 0.0% | 0.00% | – |
Q4 2021 | $3,000 | +50.0% | 72 | +33.3% | 0.00% | – |
Q3 2021 | $2,000 | 0.0% | 54 | 0.0% | 0.00% | – |
Q2 2021 | $2,000 | -87.5% | 54 | -84.5% | 0.00% | -100.0% |
Q1 2021 | $16,000 | 0.0% | 349 | 0.0% | 0.01% | 0.0% |
Q4 2020 | $16,000 | +6.7% | 349 | 0.0% | 0.01% | -16.7% |
Q3 2020 | $15,000 | +15.4% | 349 | +18.3% | 0.01% | 0.0% |
Q2 2020 | $13,000 | +8.3% | 295 | 0.0% | 0.01% | -25.0% |
Q1 2020 | $12,000 | -14.3% | 295 | 0.0% | 0.01% | 0.0% |
Q4 2019 | $14,000 | +55.6% | 295 | +49.0% | 0.01% | +33.3% |
Q3 2019 | $9,000 | 0.0% | 198 | 0.0% | 0.01% | -14.3% |
Q2 2019 | $9,000 | +350.0% | 198 | +304.1% | 0.01% | +250.0% |
Q1 2019 | $2,000 | – | 49 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
EXELON CORP | 840,020 | $38,053,000 | 27.78% |
Donoghue Forlines LLC | 1,050,971 | $47,609,000 | 8.05% |
Divergent Planning, LLC | 210,559 | $9,526,000 | 6.97% |
Thrive Capital Management, LLC | 220,289 | $9,979,000 | 6.50% |
Clearwater Capital Advisors, LLC | 1,230,875 | $55,759,000 | 6.15% |
Sound Income Strategies, LLC | 1,081,764 | $49,004,000 | 5.77% |
B, B, H, & B INC. | 151,453 | $6,861,000 | 5.72% |
Kathmere Capital Management, LLC | 695,809 | $31,520,000 | 5.47% |
IRONWOOD WEALTH MANAGEMENT, INC. | 161,492 | $7,316,000 | 5.12% |
Regal Wealth Group, Inc. | 193,269 | $8,755,000 | 4.93% |