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 | $249,668 | -3.7% | 6,085 | -2.7% | 0.02% | +6.7% |
| Q2 2023 | $259,312 | -5.3% | 6,256 | -4.8% | 0.02% | -21.1% |
| Q1 2023 | $273,796 | -95.9% | 6,569 | -96.0% | 0.02% | -96.1% |
| Q4 2022 | $6,633,135 | +556.1% | 162,219 | +540.8% | 0.49% | +549.3% |
| Q3 2022 | $1,011,000 | -2.5% | 25,315 | -1.0% | 0.08% | 0.0% |
| Q2 2022 | $1,037,000 | +115.1% | 25,564 | +133.2% | 0.08% | +177.8% |
| Q1 2022 | $482,000 | +48.3% | 10,960 | +52.6% | 0.03% | +50.0% |
| Q4 2021 | $325,000 | +27.0% | 7,182 | +28.1% | 0.02% | +5.9% |
| Q3 2021 | $256,000 | -2.3% | 5,608 | -1.3% | 0.02% | -5.6% |
| Q2 2021 | $262,000 | -9.0% | 5,679 | -9.8% | 0.02% | -21.7% |
| Q1 2021 | $288,000 | -96.9% | 6,293 | -97.0% | 0.02% | -97.3% |
| Q4 2020 | $9,412,000 | +4.1% | 207,128 | +0.7% | 0.86% | -11.9% |
| Q3 2020 | $9,040,000 | +7.6% | 205,689 | +5.0% | 0.97% | -8.4% |
| Q2 2020 | $8,405,000 | +12.2% | 195,962 | +6.9% | 1.06% | -10.5% |
| Q1 2020 | $7,490,000 | – | 183,263 | – | 1.18% | – |
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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% |