ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 453 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $2,960,290 | +0.1% | 72,396 | +7.6% | 2.09% | +33.8% |
| Q1 2022 | $2,956,000 | -50.2% | 67,258 | -48.6% | 1.56% | -46.9% |
| Q4 2021 | $5,930,000 | -0.4% | 130,911 | +0.5% | 2.94% | -5.3% |
| Q3 2021 | $5,953,000 | +20.1% | 130,271 | +21.0% | 3.10% | +16.4% |
| Q2 2021 | $4,957,000 | +95.1% | 107,621 | +94.0% | 2.66% | +93.5% |
| Q1 2021 | $2,541,000 | – | 55,477 | – | 1.38% | – |
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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% |