ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 439 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,779,725 | -38.9% | 43,525 | -40.3% | 1.36% | -40.8% |
| Q3 2022 | $2,911,000 | -1.1% | 72,879 | +0.4% | 2.30% | +0.4% |
| Q2 2022 | $2,942,000 | -2.1% | 72,564 | +6.2% | 2.29% | +19.4% |
| Q1 2022 | $3,004,000 | -14.2% | 68,333 | -11.9% | 1.92% | -20.8% |
| Q4 2021 | $3,501,000 | +81.8% | 77,597 | +83.6% | 2.42% | +78.3% |
| Q3 2021 | $1,926,000 | -3.7% | 42,275 | -2.7% | 1.36% | -4.2% |
| Q2 2021 | $2,000,000 | – | 43,430 | – | 1.42% | – |
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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% |