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 | $868,626 | -9.5% | 20,956 | -9.0% | 0.03% | -21.4% |
| Q1 2023 | $960,266 | -44.4% | 23,039 | -45.4% | 0.04% | -50.0% |
| Q4 2022 | $1,726,141 | +2.3% | 42,214 | -0.1% | 0.08% | -10.6% |
| Q3 2022 | $1,688,000 | +40.3% | 42,254 | +42.4% | 0.09% | +36.2% |
| Q2 2022 | $1,203,000 | -72.3% | 29,670 | -69.9% | 0.07% | -71.8% |
| Q1 2022 | $4,336,000 | +1267.8% | 98,645 | +1308.4% | 0.24% | +1261.1% |
| Q4 2021 | $317,000 | -65.0% | 7,004 | -64.8% | 0.02% | -82.4% |
| Q4 2020 | $905,000 | +28.7% | 19,914 | +24.4% | 0.10% | +8.5% |
| Q3 2020 | $703,000 | +89.5% | 16,004 | +84.9% | 0.09% | +64.9% |
| Q2 2020 | $371,000 | +7.2% | 8,655 | +2.1% | 0.06% | -16.2% |
| Q1 2020 | $346,000 | -86.8% | 8,475 | -58.7% | 0.07% | -87.4% |
| Q4 2019 | $2,624,000 | +471.7% | 20,505 | +107.5% | 0.54% | +627.0% |
| Q3 2019 | $459,000 | -3.8% | 9,882 | -3.2% | 0.07% | -9.8% |
| Q2 2019 | $477,000 | -4.2% | 10,213 | -4.2% | 0.08% | -7.9% |
| Q1 2019 | $498,000 | – | 10,660 | – | 0.09% | – |
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% |