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 | $214,557 | -36.6% | 5,339 | -34.6% | 0.10% | -32.4% |
Q2 2023 | $338,232 | -10.0% | 8,160 | -9.8% | 0.15% | -12.4% |
Q1 2023 | $375,986 | -82.5% | 9,049 | -82.4% | 0.17% | -82.7% |
Q4 2022 | $2,151,436 | +534.6% | 51,544 | +505.1% | 0.98% | +465.9% |
Q3 2022 | $339,000 | -25.3% | 8,518 | -21.8% | 0.17% | -20.3% |
Q2 2022 | $454,000 | -6.6% | 10,894 | -3.6% | 0.22% | -0.9% |
Q1 2022 | $486,000 | -31.5% | 11,300 | -28.2% | 0.22% | -26.5% |
Q4 2021 | $710,000 | +0.3% | 15,728 | 0.0% | 0.30% | -2.0% |
Q3 2021 | $708,000 | – | 15,728 | – | 0.30% | – |
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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% |