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 | $1,406,344 | +2.9% | 34,276 | +4.0% | 0.61% | +3.8% |
Q2 2023 | $1,366,731 | +4.2% | 32,973 | +4.8% | 0.58% | -9.4% |
Q1 2023 | $1,311,086 | +40.2% | 31,456 | +37.6% | 0.65% | +23.8% |
Q4 2022 | $934,950 | +8.8% | 22,865 | +6.3% | 0.52% | -7.8% |
Q3 2022 | $859,000 | +17.0% | 21,519 | +18.8% | 0.57% | +14.8% |
Q2 2022 | $734,000 | -1.3% | 18,111 | +7.0% | 0.49% | -15.0% |
Q1 2022 | $744,000 | +112.0% | 16,922 | +118.5% | 0.58% | +163.6% |
Q4 2021 | $351,000 | – | 7,745 | – | 0.22% | – |
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% |