ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 560 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $940,679 | -11.7% | 22,928 | -10.8% | 0.38% | -6.4% |
| Q2 2023 | $1,065,071 | -9.3% | 25,695 | -8.8% | 0.41% | -13.7% |
| Q1 2023 | $1,174,593 | +0.7% | 28,183 | -1.2% | 0.47% | -4.0% |
| Q4 2022 | $1,166,924 | -39.1% | 28,539 | -40.5% | 0.49% | -43.5% |
| Q3 2022 | $1,915,000 | +0.1% | 47,954 | +1.6% | 0.87% | +5.9% |
| Q2 2022 | $1,913,000 | +5.4% | 47,178 | +25.8% | 0.82% | +20.1% |
| Q1 2022 | $1,815,000 | +22.2% | 37,505 | +14.4% | 0.69% | +27.7% |
| Q4 2021 | $1,485,000 | +24.4% | 32,783 | +25.4% | 0.54% | +23.4% |
| Q3 2021 | $1,194,000 | +50.9% | 26,137 | +52.0% | 0.44% | +42.0% |
| Q2 2021 | $791,000 | +40.2% | 17,192 | +39.5% | 0.31% | +31.2% |
| Q1 2021 | $564,000 | +91.8% | 12,325 | +90.0% | 0.23% | +73.3% |
| Q4 2020 | $294,000 | – | 6,488 | – | 0.14% | – |
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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% |