ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 560 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $653,000 | -55.6% | 16,345 | -55.0% | 0.19% | -53.8% |
Q2 2022 | $1,472,000 | -17.9% | 36,311 | -11.0% | 0.41% | -2.4% |
Q1 2022 | $1,794,000 | +28.4% | 40,808 | +32.4% | 0.42% | +24.9% |
Q4 2021 | $1,397,000 | +35.2% | 30,833 | +36.5% | 0.34% | +14.2% |
Q3 2021 | $1,033,000 | +73.0% | 22,595 | +74.4% | 0.30% | +58.6% |
Q2 2021 | $597,000 | – | 12,956 | – | 0.19% | – |
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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% |