ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 477 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,333,632 | -3.4% | 32,504 | -2.4% | 0.07% | 0.0% |
Q2 2023 | $1,380,224 | +54.6% | 33,299 | +55.5% | 0.07% | +21.8% |
Q1 2023 | $892,552 | +156.5% | 21,414 | +151.7% | 0.06% | +120.0% |
Q4 2022 | $347,933 | +23.4% | 8,509 | +20.6% | 0.02% | +8.7% |
Q3 2022 | $282,000 | -55.8% | 7,056 | +51.9% | 0.02% | -52.1% |
Q4 2021 | $638,000 | – | 4,646 | – | 0.05% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
EXELON CORP | 840,020 | $38,053,000 | 27.78% |
Donoghue Forlines LLC | 1,050,971 | $47,609,000 | 8.05% |
Divergent Planning, LLC | 210,559 | $9,526,000 | 6.97% |
Thrive Capital Management, LLC | 220,289 | $9,979,000 | 6.50% |
Clearwater Capital Advisors, LLC | 1,230,875 | $55,759,000 | 6.15% |
Sound Income Strategies, LLC | 1,081,764 | $49,004,000 | 5.77% |
B, B, H, & B INC. | 151,453 | $6,861,000 | 5.72% |
Kathmere Capital Management, LLC | 695,809 | $31,520,000 | 5.47% |
IRONWOOD WEALTH MANAGEMENT, INC. | 161,492 | $7,316,000 | 5.12% |
Regal Wealth Group, Inc. | 193,269 | $8,755,000 | 4.93% |