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 | $1,344,265 | -13.2% | 32,763 | -12.3% | 0.60% | -16.0% |
| Q2 2023 | $1,549,318 | -68.8% | 37,378 | -68.7% | 0.72% | -70.1% |
| Q1 2023 | $4,970,840 | +80582.4% | 119,262 | -20.8% | 2.40% | -27.8% |
| Q4 2022 | $6,161 | -98.9% | 150,673 | +986.2% | 3.32% | +692.8% |
| Q3 2022 | $554,000 | +160.1% | 13,871 | +163.8% | 0.42% | +170.3% |
| Q2 2022 | $213,000 | +0.9% | 5,259 | +9.7% | 0.16% | +9.2% |
| Q1 2022 | $211,000 | -2.8% | 4,794 | 0.0% | 0.14% | -3.4% |
| Q4 2021 | $217,000 | -0.9% | 4,794 | 0.0% | 0.15% | -7.5% |
| Q3 2021 | $219,000 | +277.6% | 4,794 | +281.4% | 0.16% | +307.7% |
| Q3 2019 | $58,000 | +100.0% | 1,257 | +105.4% | 0.04% | +105.3% |
| Q2 2019 | $29,000 | 0.0% | 612 | 0.0% | 0.02% | -24.0% |
| Q1 2019 | $29,000 | +7.4% | 612 | 0.0% | 0.02% | +4.2% |
| Q4 2018 | $27,000 | – | 612 | – | 0.02% | – |
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% |