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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,431 | -34.2% | 234,374 | -32.2% | 3.06% | -25.0% |
| Q2 2023 | $14,326 | -13.4% | 345,619 | -12.9% | 4.07% | -4.5% |
| Q1 2023 | $16,542 | -3.6% | 396,873 | -5.5% | 4.26% | -4.1% |
| Q4 2022 | $17,167 | -99.9% | 419,826 | -5.1% | 4.45% | -11.0% |
| Q3 2022 | $17,673,000 | +1.5% | 442,488 | +3.0% | 5.00% | +13.1% |
| Q2 2022 | $17,419,000 | -9.0% | 429,580 | -1.4% | 4.42% | +5.2% |
| Q1 2022 | $19,147,000 | +1.9% | 435,552 | +5.0% | 4.20% | +5.9% |
| Q4 2021 | $18,794,000 | +4.8% | 414,888 | +5.8% | 3.97% | -6.1% |
| Q3 2021 | $17,928,000 | +23.3% | 392,299 | +24.3% | 4.22% | +13.9% |
| Q2 2021 | $14,542,000 | +15.4% | 315,708 | +14.7% | 3.71% | +6.8% |
| Q1 2021 | $12,606,000 | +13.5% | 275,171 | +12.6% | 3.47% | +1.8% |
| Q4 2020 | $11,108,000 | +151.0% | 244,459 | +146.4% | 3.41% | +110.5% |
| Q3 2020 | $4,426,000 | +29.5% | 99,209 | +24.4% | 1.62% | +20.2% |
| Q2 2020 | $3,419,000 | +26.0% | 79,718 | +20.0% | 1.35% | +4.6% |
| Q1 2020 | $2,714,000 | +5.2% | 66,417 | +19.5% | 1.29% | +24.3% |
| Q4 2019 | $2,581,000 | +174.0% | 55,588 | +174.3% | 1.04% | +124.2% |
| Q3 2019 | $942,000 | – | 20,268 | – | 0.46% | – |
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% |