ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 450 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $209,581 | -1.0% | 5,108 | 0.0% | 0.09% | +1.1% |
| Q2 2023 | $211,727 | -1.4% | 5,108 | -0.9% | 0.09% | -3.3% |
| Q1 2023 | $214,777 | -47.1% | 5,153 | -48.1% | 0.09% | -49.4% |
| Q4 2022 | $406,283 | +96.3% | 9,936 | +91.3% | 0.18% | +81.6% |
| Q3 2022 | $207,000 | -1.9% | 5,193 | -0.2% | 0.10% | 0.0% |
| Q2 2022 | $211,000 | -13.5% | 5,204 | -3.4% | 0.10% | -10.9% |
| Q1 2022 | $244,000 | 0.0% | 5,388 | 0.0% | 0.11% | 0.0% |
| Q4 2021 | $244,000 | -0.8% | 5,388 | 0.0% | 0.11% | -20.3% |
| Q3 2021 | $246,000 | -3.9% | 5,388 | -3.2% | 0.14% | -7.4% |
| Q2 2021 | $256,000 | +5.3% | 5,568 | +4.9% | 0.15% | -5.7% |
| Q1 2021 | $243,000 | +14.1% | 5,306 | +12.9% | 0.16% | -13.7% |
| Q4 2020 | $213,000 | – | 4,700 | – | 0.18% | – |
Download | ||||||
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% |