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 | $1,264,642 | +22.3% | 30,822 | +23.5% | 1.14% | +19.7% |
| Q2 2023 | $1,034,422 | +7.4% | 24,956 | +8.0% | 0.95% | -2.1% |
| Q1 2023 | $962,898 | +38.2% | 23,102 | +35.6% | 0.97% | +26.2% |
| Q4 2022 | $696,872 | +30.5% | 17,043 | +27.6% | 0.77% | +18.4% |
| Q3 2022 | $534,000 | +9.9% | 13,358 | +11.5% | 0.65% | +10.6% |
| Q2 2022 | $486,000 | +36.1% | 11,981 | +47.7% | 0.59% | +56.3% |
| Q1 2022 | $357,000 | +28.9% | 8,111 | +32.5% | 0.38% | +33.9% |
| Q4 2021 | $277,000 | – | 6,122 | – | 0.28% | – |
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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% |