ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 291 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $254,004 | +5.0% | 6,212 | +1.5% | 0.00% | 0.0% |
| Q3 2022 | $242,000 | -14.2% | 6,123 | -12.0% | 0.00% | 0.0% |
| Q2 2022 | $282,000 | -7.8% | 6,958 | -0.2% | 0.00% | 0.0% |
| Q1 2022 | $306,000 | +30.2% | 6,972 | +35.0% | 0.00% | +50.0% |
| Q4 2021 | $235,000 | +422.2% | 5,164 | +394.6% | 0.00% | +100.0% |
| Q2 2020 | $45,000 | -96.7% | 1,044 | -96.9% | 0.00% | -94.7% |
| Q1 2020 | $1,350,000 | +120.2% | 33,153 | +151.2% | 0.02% | +137.5% |
| Q4 2019 | $613,000 | +2454.2% | 13,198 | +2438.1% | 0.01% | – |
| Q3 2019 | $24,000 | +140.0% | 520 | +141.9% | 0.00% | – |
| Q1 2017 | $10,000 | – | 215 | – | 0.00% | – |
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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% |