ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 291 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $4,908,272 | -17.0% | 120,036 | -7.7% | 1.25% | -32.6% |
| Q4 2020 | $5,912,000 | +10.8% | 130,109 | +7.2% | 1.85% | -1.3% |
| Q3 2020 | $5,334,000 | +5.9% | 121,366 | +3.4% | 1.87% | -2.3% |
| Q2 2020 | $5,036,000 | +10.6% | 117,406 | +6.7% | 1.92% | -1.4% |
| Q1 2020 | $4,555,000 | -0.7% | 109,994 | +11.8% | 1.95% | -0.9% |
| Q4 2019 | $4,589,000 | – | 98,421 | – | 1.96% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EXELON CORP | 840,020 | $38,053,000 | 27.78% |
| Donoghue Forlines LLC | 1,050,971 | $47,609,000 | 8.05% |
| Divergent Planning, LLC | 210,559 | $9,526,000 | 6.97% |
| Thrive Capital Management, LLC | 220,289 | $9,979,000 | 6.50% |
| Clearwater Capital Advisors, LLC | 1,230,875 | $55,759,000 | 6.15% |
| Sound Income Strategies, LLC | 1,081,764 | $49,004,000 | 5.77% |
| B, B, H, & B INC. | 151,453 | $6,861,000 | 5.72% |
| Kathmere Capital Management, LLC | 695,809 | $31,520,000 | 5.47% |
| IRONWOOD WEALTH MANAGEMENT, INC. | 161,492 | $7,316,000 | 5.12% |
| Regal Wealth Group, Inc. | 193,269 | $8,755,000 | 4.93% |