ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 439 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $153,452 | -1.3% | 3,740 | -0.3% | 0.06% | -1.5% |
| Q2 2023 | $155,438 | +117656.1% | 3,750 | +18.2% | 0.06% | +8.3% |
| Q1 2023 | $132 | +2.3% | 3,173 | +0.2% | 0.06% | -4.8% |
| Q4 2022 | $129 | -99.4% | 3,167 | +538.5% | 0.06% | +293.8% |
| Q3 2022 | $20,000 | -91.6% | 496 | -91.5% | 0.02% | -83.8% |
| Q2 2022 | $238,000 | -7.0% | 5,869 | +0.8% | 0.10% | 0.0% |
| Q1 2022 | $256,000 | -19.2% | 5,825 | -16.9% | 0.10% | -28.3% |
| Q4 2021 | $317,000 | -10.2% | 7,008 | -9.3% | 0.14% | -14.8% |
| Q3 2021 | $353,000 | -18.1% | 7,730 | -17.5% | 0.16% | -21.7% |
| Q2 2021 | $431,000 | +3.6% | 9,366 | +3.0% | 0.21% | +9.5% |
| Q1 2021 | $416,000 | +3.7% | 9,091 | +2.8% | 0.19% | +2.7% |
| Q4 2020 | $401,000 | +3.9% | 8,844 | +0.8% | 0.18% | -15.2% |
| Q3 2020 | $386,000 | +2.4% | 8,774 | -0.1% | 0.22% | -7.3% |
| Q2 2020 | $377,000 | -7.1% | 8,781 | +0.4% | 0.23% | -11.4% |
| Q4 2019 | $406,000 | – | 8,750 | – | 0.26% | – |
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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% |