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 | $366,840 | +7.4% | 8,941 | +8.5% | 0.15% | -25.5% |
| Q2 2023 | $341,528 | +0.6% | 8,240 | +1.2% | 0.20% | +31.6% |
| Q1 2023 | $339,424 | +2.7% | 8,144 | +0.7% | 0.16% | -4.9% |
| Q4 2022 | $330,630 | +3.6% | 8,086 | +1.4% | 0.16% | -8.4% |
| Q3 2022 | $319,000 | -88.8% | 7,978 | -88.6% | 0.18% | -88.9% |
| Q2 2022 | $2,849,000 | -12.4% | 70,267 | -5.0% | 1.61% | +8.8% |
| Q1 2022 | $3,251,000 | -41.9% | 73,944 | -40.1% | 1.48% | -40.1% |
| Q4 2021 | $5,592,000 | +6.8% | 123,447 | +7.7% | 2.47% | +6.1% |
| Q3 2021 | $5,238,000 | +6.6% | 114,607 | +7.4% | 2.33% | +14.0% |
| Q2 2021 | $4,913,000 | +19.3% | 106,671 | +18.6% | 2.04% | +11.7% |
| Q1 2021 | $4,119,000 | +257.9% | 89,905 | +254.9% | 1.83% | +222.6% |
| Q4 2020 | $1,151,000 | – | 25,330 | – | 0.57% | – |
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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% |