ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 486 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $584,021 | -1.0% | 14,234 | 0.0% | 0.05% | +136.4% |
| Q2 2023 | $589,999 | +1.4% | 14,234 | 0.0% | 0.02% | -50.0% |
| Q4 2022 | $582,028 | +2.5% | 14,234 | 0.0% | 0.04% | 0.0% |
| Q3 2022 | $568,000 | +12.5% | 14,234 | +14.2% | 0.04% | +120.0% |
| Q2 2022 | $505,000 | -10.5% | 12,460 | 0.0% | 0.02% | +33.3% |
| Q4 2021 | $564,000 | -0.9% | 12,460 | 0.0% | 0.02% | -11.8% |
| Q3 2021 | $569,000 | -7.0% | 12,460 | -6.2% | 0.02% | -5.6% |
| Q2 2021 | $612,000 | +0.7% | 13,278 | 0.0% | 0.02% | -10.0% |
| Q1 2021 | $608,000 | +6.9% | 13,278 | 0.0% | 0.02% | -48.7% |
| Q2 2020 | $569,000 | -21.7% | 13,278 | -15.1% | 0.04% | +11.4% |
| Q3 2019 | $727,000 | -0.5% | 15,644 | 0.0% | 0.04% | +6.1% |
| Q1 2019 | $731,000 | +4.9% | 15,644 | 0.0% | 0.03% | -15.4% |
| Q4 2018 | $697,000 | -5.4% | 15,644 | 0.0% | 0.04% | -9.3% |
| Q3 2018 | $737,000 | +1.1% | 15,644 | 0.0% | 0.04% | +26.5% |
| Q2 2018 | $729,000 | -47.1% | 15,644 | -46.9% | 0.03% | -61.8% |
| Q1 2018 | $1,378,000 | -32.0% | 29,447 | -31.5% | 0.09% | -19.1% |
| Q4 2017 | $2,025,000 | +15.6% | 42,976 | +17.4% | 0.11% | +27.9% |
| Q3 2017 | $1,751,000 | +20.6% | 36,608 | +20.6% | 0.09% | -2.3% |
| Q2 2017 | $1,452,000 | +0.1% | 30,353 | 0.0% | 0.09% | -5.4% |
| Q1 2017 | $1,450,000 | +8.5% | 30,353 | +7.4% | 0.09% | +10.7% |
| Q4 2016 | $1,337,000 | +79.2% | 28,250 | +78.9% | 0.08% | +90.9% |
| Q3 2016 | $746,000 | -43.0% | 15,790 | -44.1% | 0.04% | -48.8% |
| Q2 2016 | $1,309,000 | -14.4% | 28,250 | -16.8% | 0.09% | -14.0% |
| Q1 2016 | $1,529,000 | +456.0% | 33,956 | +449.2% | 0.10% | +354.5% |
| Q4 2015 | $275,000 | +109.9% | 6,183 | +116.7% | 0.02% | +57.1% |
| Q3 2015 | $131,000 | – | 2,853 | – | 0.01% | – |
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% |