ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 486 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
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 ↓ |
|---|---|---|---|
| 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% |