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 | $1,472,321 | +46.6% | 35,884 | +48.1% | 0.24% | +47.5% |
| Q2 2023 | $1,004,375 | +30.9% | 24,231 | +31.7% | 0.16% | +23.1% |
| Q1 2023 | $767,079 | +28.5% | 18,404 | +26.1% | 0.13% | +20.4% |
| Q4 2022 | $596,994 | +52.7% | 14,600 | +48.9% | 0.11% | +56.5% |
| Q3 2022 | $391,000 | -83.5% | 9,802 | -83.2% | 0.07% | -84.0% |
| Q2 2022 | $2,364,000 | +24.4% | 58,306 | +31.0% | 0.43% | +19.1% |
| Q1 2022 | $1,901,000 | +184.2% | 44,510 | +164.8% | 0.36% | -19.8% |
| Q1 2020 | $669,000 | +175.3% | 16,807 | +208.2% | 0.45% | +151.4% |
| Q4 2018 | $243,000 | -13.5% | 5,454 | -8.9% | 0.18% | -4.3% |
| Q3 2018 | $281,000 | +14.7% | 5,985 | +14.0% | 0.19% | +4.5% |
| Q2 2018 | $245,000 | – | 5,251 | – | 0.18% | – |
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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% |