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 | $1,322 | +0.7% | 32,224 | +1.8% | 0.21% | +1.9% |
| Q2 2023 | $1,313 | -12.6% | 31,668 | -12.2% | 0.21% | -14.8% |
| Q1 2023 | $1,503 | +91.7% | 36,055 | +88.1% | 0.24% | +82.1% |
| Q4 2022 | $784 | -99.8% | 19,168 | +131.8% | 0.13% | +119.7% |
| Q3 2022 | $330,000 | -75.0% | 8,270 | -74.6% | 0.06% | -74.5% |
| Q2 2022 | $1,319,000 | -6.1% | 32,526 | +1.7% | 0.24% | +7.7% |
| Q1 2022 | $1,405,000 | -2.9% | 31,969 | +0.1% | 0.22% | +3.3% |
| Q4 2021 | $1,447,000 | +97.1% | 31,935 | +98.1% | 0.22% | +74.8% |
| Q3 2021 | $734,000 | +4.9% | 16,117 | +6.0% | 0.12% | -5.4% |
| Q2 2021 | $700,000 | -7.9% | 15,205 | -8.3% | 0.13% | -9.1% |
| Q1 2021 | $760,000 | – | 16,580 | – | 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% |