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 | $668,091 | -22.7% | 16,283 | -21.9% | 0.07% | -19.0% |
| Q2 2023 | $864,564 | -7.4% | 20,858 | -6.9% | 0.08% | -8.7% |
| Q1 2023 | $933,965 | -1.0% | 22,408 | -2.9% | 0.09% | -3.2% |
| Q4 2022 | $943,619 | -18.7% | 23,077 | -20.6% | 0.10% | -22.8% |
| Q3 2022 | $1,160,000 | +79.8% | 29,054 | +82.5% | 0.12% | +89.2% |
| Q2 2022 | $645,000 | -64.6% | 15,916 | -61.6% | 0.06% | -60.4% |
| Q1 2022 | $1,820,000 | -72.5% | 41,411 | -71.7% | 0.16% | -71.3% |
| Q4 2021 | $6,626,000 | -21.9% | 146,260 | -21.2% | 0.57% | -30.2% |
| Q3 2021 | $8,482,000 | -16.8% | 185,611 | -16.1% | 0.82% | -15.6% |
| Q2 2021 | $10,194,000 | -1.1% | 221,327 | -1.6% | 0.97% | -6.5% |
| Q1 2021 | $10,305,000 | -0.6% | 224,955 | -1.4% | 1.04% | -4.7% |
| Q4 2020 | $10,363,000 | – | 228,068 | – | 1.09% | – |
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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% |