ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 450 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $266,762 | -0.2% | 6,592 | +2.2% | 0.01% | 0.0% |
| Q2 2023 | $267,311 | -0.2% | 6,449 | -1.0% | 0.01% | -7.1% |
| Q1 2023 | $267,815 | -71.4% | 6,513 | -71.5% | 0.01% | -78.1% |
| Q4 2022 | $935,232 | +24.4% | 22,872 | +24.2% | 0.06% | +12.3% |
| Q3 2022 | $752,000 | +726.4% | 18,417 | +720.7% | 0.06% | +714.3% |
| Q2 2022 | $91,000 | -5.2% | 2,244 | -1.9% | 0.01% | -12.5% |
| Q1 2022 | $96,000 | -4.0% | 2,288 | +4.9% | 0.01% | -20.0% |
| Q3 2021 | $100,000 | -21.9% | 2,182 | -21.3% | 0.01% | -23.1% |
| Q2 2021 | $128,000 | +12.3% | 2,774 | +11.1% | 0.01% | 0.0% |
| Q1 2021 | $114,000 | -54.4% | 2,496 | -54.7% | 0.01% | -58.1% |
| Q4 2020 | $250,000 | -12.6% | 5,504 | -15.4% | 0.03% | -26.2% |
| Q3 2020 | $286,000 | -5.9% | 6,507 | -8.1% | 0.04% | -12.5% |
| Q2 2020 | $304,000 | +305.3% | 7,084 | +288.2% | 0.05% | +242.9% |
| Q1 2020 | $75,000 | -55.1% | 1,825 | -49.3% | 0.01% | -46.2% |
| Q4 2019 | $167,000 | +882.4% | 3,601 | +903.1% | 0.03% | +766.7% |
| Q3 2019 | $17,000 | +41.7% | 359 | +39.1% | 0.00% | +50.0% |
| Q2 2019 | $12,000 | +300.0% | 258 | +263.4% | 0.00% | +100.0% |
| Q1 2019 | $3,000 | 0.0% | 71 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $3,000 | 0.0% | 71 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $3,000 | 0.0% | 71 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $3,000 | 0.0% | 71 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $3,000 | 0.0% | 71 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $3,000 | 0.0% | 71 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $3,000 | 0.0% | 71 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $3,000 | 0.0% | 71 | 0.0% | 0.00% | -50.0% |
| Q1 2017 | $3,000 | 0.0% | 71 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $3,000 | – | 71 | – | 0.00% | – |
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% |