ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 450 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,816,962 | -1.7% | 44,284 | -0.7% | 1.15% | +1.2% |
| Q2 2023 | $1,848,049 | -0.3% | 44,585 | +0.2% | 1.13% | -3.2% |
| Q1 2023 | $1,854,467 | +5.6% | 44,493 | +3.6% | 1.17% | +2.8% |
| Q4 2022 | $1,756,858 | -3.4% | 42,965 | -5.6% | 1.14% | -12.3% |
| Q3 2022 | $1,818,000 | +3.2% | 45,523 | +4.8% | 1.30% | +8.2% |
| Q2 2022 | $1,761,000 | +0.2% | 43,428 | +8.7% | 1.20% | +13.3% |
| Q1 2022 | $1,757,000 | -0.7% | 39,960 | +2.3% | 1.06% | +1.1% |
| Q4 2021 | $1,769,000 | +1.0% | 39,061 | +1.9% | 1.05% | -7.2% |
| Q3 2021 | $1,751,000 | +18.4% | 38,321 | +19.4% | 1.13% | +19.1% |
| Q2 2021 | $1,479,000 | +155.4% | 32,103 | +153.9% | 0.95% | +138.5% |
| Q1 2021 | $579,000 | +1312.2% | 12,642 | +1310.9% | 0.40% | +1223.3% |
| Q4 2020 | $41,000 | – | 896 | – | 0.03% | – |
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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% |