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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $953,143 | +295.1% | 22,995 | +289.7% | 0.59% | +178.4% |
| Q4 2022 | $241,269 | -91.4% | 5,900 | -91.6% | 0.21% | -94.3% |
| Q3 2022 | $2,797,000 | -1.9% | 70,040 | -0.4% | 3.76% | -9.8% |
| Q2 2022 | $2,852,000 | +293.9% | 70,341 | +327.2% | 4.16% | +491.3% |
| Q1 2022 | $724,000 | -40.8% | 16,465 | -39.0% | 0.70% | +6.7% |
| Q4 2021 | $1,224,000 | – | 27,012 | – | 0.66% | – |
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% |