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 | $610,355 | -0.1% | 14,876 | +1.0% | 0.09% | +13.3% |
| Q2 2023 | $610,758 | -4.5% | 14,735 | -4.0% | 0.08% | -9.8% |
| Q1 2023 | $639,722 | -86.3% | 15,348 | -86.6% | 0.09% | -86.0% |
| Q4 2022 | $4,671,271 | -22.4% | 114,240 | -24.2% | 0.66% | -34.4% |
| Q3 2022 | $6,023,000 | +16.0% | 150,804 | +17.7% | 1.00% | -0.2% |
| Q2 2022 | $5,194,000 | +4.9% | 128,080 | +13.7% | 1.00% | +16.7% |
| Q1 2022 | $4,951,000 | +5.2% | 112,639 | +8.4% | 0.86% | +5.5% |
| Q4 2021 | $4,706,000 | +15.3% | 103,892 | +16.3% | 0.81% | -56.8% |
| Q3 2021 | $4,082,000 | +19.0% | 89,342 | +19.9% | 1.88% | +9.1% |
| Q2 2021 | $3,431,000 | +26.9% | 74,506 | +26.2% | 1.72% | +0.4% |
| Q1 2021 | $2,704,000 | +12.4% | 59,039 | +11.5% | 1.71% | -1.5% |
| Q4 2020 | $2,406,000 | – | 52,968 | – | 1.74% | – |
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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% |