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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $49,068 | +2.2% | 1,200 | 0.0% | 0.01% | -23.5% |
| Q3 2022 | $48,000 | +9.1% | 1,200 | +23.0% | 0.02% | +41.7% |
| Q4 2021 | $44,000 | -2.2% | 976 | -0.8% | 0.01% | -7.7% |
| Q3 2021 | $45,000 | -2.2% | 984 | -0.8% | 0.01% | -7.1% |
| Q2 2021 | $46,000 | +7.0% | 992 | +6.7% | 0.01% | +7.7% |
| Q1 2021 | $43,000 | 0.0% | 930 | -0.7% | 0.01% | -7.1% |
| Q4 2020 | $43,000 | +30.3% | 937 | +25.1% | 0.01% | +16.7% |
| Q3 2020 | $33,000 | +312.5% | 749 | +280.2% | 0.01% | +300.0% |
| Q2 2020 | $8,000 | – | 197 | – | 0.00% | – |
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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% |