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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,676,542 | +4.9% | 138,351 | +5.9% | 0.06% | +3.7% |
| Q2 2023 | $5,412,665 | -5.5% | 130,583 | -5.0% | 0.05% | -12.9% |
| Q1 2023 | $5,730,605 | -67.3% | 137,491 | -67.9% | 0.06% | -60.3% |
| Q4 2022 | $17,530,606 | -99.6% | 428,726 | +98.0% | 0.16% | +239.1% |
| Q3 2022 | $4,328,324,000 | +135202.4% | 216,514 | +174.4% | 0.05% | +39.4% |
| Q2 2022 | $3,199,000 | -16.4% | 78,900 | -9.4% | 0.03% | -17.5% |
| Q1 2022 | $3,826,000 | +22.0% | 87,043 | +25.7% | 0.04% | +25.0% |
| Q4 2021 | $3,136,000 | +29.9% | 69,225 | +31.1% | 0.03% | +33.3% |
| Q3 2021 | $2,414,000 | -5.4% | 52,817 | -4.6% | 0.02% | -17.2% |
| Q2 2021 | $2,551,000 | +24.8% | 55,375 | +24.1% | 0.03% | +11.5% |
| Q1 2021 | $2,044,000 | -22.3% | 44,619 | -22.9% | 0.03% | -13.3% |
| Q4 2020 | $2,629,000 | -99.9% | 57,871 | +19.2% | 0.03% | -25.0% |
| Q3 2020 | $2,134,000,000 | – | 48,546 | – | 0.04% | – |
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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% |