ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 560 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,224,197 | -73.0% | 29,837 | -72.7% | 0.41% | -72.2% |
| Q2 2023 | $4,526,037 | -1.6% | 109,193 | -1.0% | 1.48% | -3.6% |
| Q1 2023 | $4,597,331 | +59.8% | 110,301 | +56.8% | 1.54% | +42.5% |
| Q4 2022 | $2,876,238 | -7.5% | 70,341 | -9.7% | 1.08% | -12.3% |
| Q3 2022 | $3,111,000 | +51.0% | 77,901 | +53.3% | 1.23% | +52.7% |
| Q2 2022 | $2,060,000 | +115.5% | 50,805 | +133.5% | 0.81% | +187.2% |
| Q1 2022 | $956,000 | +73.8% | 21,754 | +79.0% | 0.28% | +89.9% |
| Q4 2021 | $550,000 | – | 12,152 | – | 0.15% | – |
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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% |