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 | $62,612 | -38.8% | 1,526 | -38.2% | 0.05% | -35.4% |
| Q2 2023 | $102,382 | -79.1% | 2,470 | -79.0% | 0.08% | -79.9% |
| Q1 2023 | $489,490 | +3.6% | 11,744 | +1.7% | 0.41% | +0.7% |
| Q4 2022 | $472,280 | +21.7% | 11,550 | +18.7% | 0.40% | +14.1% |
| Q3 2022 | $388,000 | -22.4% | 9,732 | -21.1% | 0.35% | -17.7% |
| Q2 2022 | $500,000 | +29.2% | 12,337 | +39.5% | 0.43% | +36.5% |
| Q1 2022 | $387,000 | +20.9% | 8,842 | +24.8% | 0.32% | +21.2% |
| Q4 2021 | $320,000 | – | 7,084 | – | 0.26% | – |
Download | ||||||
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% |