ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 439 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $48,932 | -4.9% | 1,174 | -6.7% | 0.01% | -13.3% |
Q4 2022 | $51,439 | -88.6% | 1,258 | -88.9% | 0.02% | -89.9% |
Q3 2022 | $450,000 | -1.5% | 11,290 | 0.0% | 0.15% | +0.7% |
Q2 2022 | $457,000 | -25.3% | 11,290 | -18.9% | 0.15% | -19.2% |
Q1 2022 | $612,000 | -2.9% | 13,928 | 0.0% | 0.18% | -7.1% |
Q4 2021 | $630,000 | +1.9% | 13,928 | +2.9% | 0.20% | -4.9% |
Q3 2021 | $618,000 | -0.8% | 13,535 | 0.0% | 0.21% | -4.2% |
Q2 2021 | $623,000 | +1.3% | 13,535 | +0.8% | 0.22% | -11.9% |
Q1 2021 | $615,000 | +0.8% | 13,427 | 0.0% | 0.24% | -9.0% |
Q4 2020 | $610,000 | – | 13,427 | – | 0.27% | – |
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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% |