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 | $4,136,764 | +0.8% | 100,823 | +1.8% | 2.31% | +0.9% |
| Q2 2023 | $4,105,561 | +8.3% | 99,049 | +8.9% | 2.29% | +0.8% |
| Q1 2023 | $3,790,667 | +13.5% | 90,947 | +11.3% | 2.28% | +4.0% |
| Q4 2022 | $3,340,000 | +8.6% | 81,695 | +6.1% | 2.19% | -3.7% |
| Q3 2022 | $3,076,000 | +16.3% | 77,022 | +18.1% | 2.27% | +16.6% |
| Q2 2022 | $2,645,000 | +0.8% | 65,220 | +9.3% | 1.95% | -3.7% |
| Q1 2022 | $2,623,000 | +20.3% | 59,676 | +24.0% | 2.02% | +21.5% |
| Q4 2021 | $2,180,000 | – | 48,132 | – | 1.66% | – |
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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% |