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 | $284,027 | -45.3% | 6,922 | -44.8% | 0.07% | -44.4% |
| Q2 2023 | $519,401 | +8.1% | 12,531 | +8.7% | 0.13% | 0.0% |
| Q1 2023 | $480,432 | -2.1% | 11,527 | -4.0% | 0.13% | -10.7% |
| Q4 2022 | $490,844 | -5.6% | 12,004 | -7.9% | 0.15% | -13.9% |
| Q3 2022 | $520,000 | -9.9% | 13,028 | -8.4% | 0.17% | -7.5% |
| Q2 2022 | $577,000 | -29.0% | 14,230 | -23.1% | 0.19% | -24.9% |
| Q1 2022 | $813,000 | -9.0% | 18,500 | -6.2% | 0.25% | -8.1% |
| Q4 2021 | $893,000 | +63.3% | 19,715 | +64.8% | 0.27% | +39.7% |
| Q3 2021 | $547,000 | +37.1% | 11,962 | +38.0% | 0.19% | +31.1% |
| Q2 2021 | $399,000 | +42.0% | 8,670 | +41.6% | 0.15% | +22.3% |
| Q1 2021 | $281,000 | – | 6,124 | – | 0.12% | – |
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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% |