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 | $588,220 | -16.2% | 14,335 | -15.3% | 0.17% | -14.5% |
| Q2 2023 | $701,624 | -12.6% | 16,928 | -12.1% | 0.20% | -19.0% |
| Q1 2023 | $802,844 | -78.1% | 19,258 | -78.5% | 0.25% | -77.8% |
| Q4 2022 | $3,666,704 | +872.6% | 89,643 | +849.6% | 1.11% | +810.7% |
| Q3 2022 | $377,000 | -5.5% | 9,440 | -4.2% | 0.12% | -7.6% |
| Q2 2022 | $399,000 | -17.6% | 9,859 | -10.6% | 0.13% | -4.3% |
| Q1 2022 | $484,000 | -2.8% | 11,029 | +0.2% | 0.14% | -4.2% |
| Q4 2021 | $498,000 | +42.3% | 11,003 | +43.6% | 0.14% | +34.6% |
| Q3 2021 | $350,000 | -6.7% | 7,661 | -6.0% | 0.11% | -13.0% |
| Q2 2021 | $375,000 | -38.0% | 8,154 | -38.3% | 0.12% | -42.8% |
| Q1 2021 | $605,000 | -89.4% | 13,207 | -89.5% | 0.22% | -90.4% |
| Q4 2020 | $5,714,000 | +14.6% | 125,763 | +11.1% | 2.24% | +0.7% |
| Q3 2020 | $4,984,000 | +3.9% | 113,206 | +1.2% | 2.23% | -8.7% |
| Q2 2020 | $4,798,000 | +12.1% | 111,889 | +7.0% | 2.44% | -9.3% |
| Q1 2020 | $4,281,000 | – | 104,580 | – | 2.69% | – |
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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% |