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 | $1,087,090 | -39.2% | 26,495 | -38.6% | 0.96% | -34.0% |
| Q2 2023 | $1,787,822 | -5.3% | 43,132 | -4.7% | 1.46% | -19.7% |
| Q1 2023 | $1,886,937 | +5.5% | 45,272 | +3.5% | 1.82% | -1.6% |
| Q4 2022 | $1,787,997 | -23.4% | 43,727 | -25.2% | 1.84% | -17.7% |
| Q3 2022 | $2,334,000 | +94.8% | 58,446 | +97.8% | 2.24% | +74.7% |
| Q2 2022 | $1,198,000 | -7.2% | 29,553 | +0.6% | 1.28% | +22.2% |
| Q1 2022 | $1,291,000 | -1.9% | 29,374 | +1.1% | 1.05% | -9.0% |
| Q4 2021 | $1,316,000 | -6.7% | 29,044 | -5.8% | 1.15% | -0.7% |
| Q3 2021 | $1,410,000 | +3.5% | 30,843 | +4.3% | 1.16% | +2.4% |
| Q2 2021 | $1,362,000 | -6.1% | 29,565 | -6.7% | 1.14% | -11.5% |
| Q1 2021 | $1,451,000 | +22.3% | 31,673 | +21.4% | 1.28% | +22.1% |
| Q4 2020 | $1,186,000 | – | 26,091 | – | 1.05% | – |
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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% |