ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 441 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,797,761 | +2.3% | 214,423 | +3.3% | 4.88% | -0.6% |
| Q2 2023 | $8,600,465 | -1.5% | 207,490 | -1.9% | 4.91% | -11.0% |
| Q1 2023 | $8,735,143 | +2.5% | 211,453 | +1.4% | 5.51% | -1.1% |
| Q4 2022 | $8,523,978 | -9.1% | 208,461 | -11.2% | 5.57% | -12.2% |
| Q3 2022 | $9,380,000 | -0.5% | 234,851 | +1.0% | 6.35% | -2.8% |
| Q2 2022 | $9,428,000 | -20.5% | 232,513 | -13.8% | 6.53% | -8.8% |
| Q1 2022 | $11,858,000 | +18.8% | 269,754 | +22.5% | 7.15% | +10.1% |
| Q4 2021 | $9,979,000 | +27.9% | 220,289 | +29.1% | 6.50% | +12.8% |
| Q3 2021 | $7,800,000 | +13.9% | 170,675 | +14.8% | 5.76% | +8.1% |
| Q2 2021 | $6,850,000 | +18.8% | 148,726 | +18.2% | 5.33% | -1.1% |
| Q1 2021 | $5,764,000 | +12.3% | 125,822 | +11.4% | 5.39% | -1.4% |
| Q4 2020 | $5,134,000 | – | 112,977 | – | 5.46% | – |
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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% |