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 | $332,800 | -26.1% | 8,111 | -25.3% | 0.05% | -28.1% |
| Q2 2023 | $450,060 | -46.2% | 10,858 | -45.9% | 0.06% | -51.1% |
| Q1 2023 | $836,755 | -35.6% | 20,076 | -36.8% | 0.13% | -46.1% |
| Q4 2022 | $1,299,204 | -15.6% | 31,773 | -17.5% | 0.24% | -16.2% |
| Q3 2022 | $1,539,000 | -13.7% | 38,531 | +15.3% | 0.29% | -17.1% |
| Q2 2022 | $1,784,000 | -8.4% | 33,410 | -27.1% | 0.35% | +15.5% |
| Q1 2022 | $1,948,000 | +194700.0% | 45,855 | +269635.3% | 0.30% | – |
| Q1 2020 | $1,000 | – | 17 | – | 0.00% | – |
Download | ||||||
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% |