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 | $292,780 | +13.7% | 7,136 | +14.9% | 0.06% | +18.5% |
| Q2 2023 | $257,457 | +0.1% | 6,211 | +0.6% | 0.05% | -5.3% |
| Q1 2023 | $257,240 | -10.4% | 6,172 | -12.1% | 0.06% | -12.3% |
| Q4 2022 | $287,004 | -12.2% | 7,019 | -14.4% | 0.06% | -22.6% |
| Q3 2022 | $327,000 | -1.2% | 8,198 | +0.4% | 0.08% | +3.7% |
| Q2 2022 | $331,000 | -8.3% | 8,168 | -0.5% | 0.08% | +1.2% |
| Q1 2022 | $361,000 | -12.2% | 8,212 | -9.4% | 0.08% | -13.0% |
| Q4 2021 | $411,000 | -2.4% | 9,066 | -1.5% | 0.09% | -14.8% |
| Q3 2021 | $421,000 | -0.5% | 9,208 | +0.3% | 0.11% | -28.0% |
| Q2 2021 | $423,000 | +1.2% | 9,178 | +0.5% | 0.15% | -7.4% |
| Q1 2021 | $418,000 | +1.0% | 9,133 | +0.2% | 0.16% | -4.7% |
| Q4 2020 | $414,000 | +4.3% | 9,111 | +0.9% | 0.17% | -8.6% |
| Q3 2020 | $397,000 | +7.3% | 9,034 | +4.6% | 0.19% | -1.1% |
| Q2 2020 | $370,000 | +8.2% | 8,637 | +3.2% | 0.19% | -16.4% |
| Q1 2020 | $342,000 | -35.1% | 8,371 | -26.2% | 0.22% | -26.5% |
| Q4 2019 | $527,000 | +0.6% | 11,340 | +0.6% | 0.31% | -18.2% |
| Q3 2019 | $524,000 | +1.0% | 11,269 | +1.3% | 0.37% | -4.3% |
| Q2 2019 | $519,000 | +10.2% | 11,123 | +10.4% | 0.39% | +37.7% |
| Q1 2019 | $471,000 | +11.1% | 10,077 | +5.9% | 0.28% | -25.3% |
| Q4 2018 | $424,000 | – | 9,519 | – | 0.38% | – |
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% |