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 | $4,558,606 | +3.8% | 111,104 | +4.8% | 0.06% | +6.7% |
| Q2 2023 | $4,392,734 | -5.1% | 105,977 | -4.6% | 0.06% | -11.8% |
| Q1 2023 | $4,629,995 | -71.2% | 111,084 | -71.8% | 0.07% | -73.6% |
| Q4 2022 | $16,092,849 | +301.7% | 393,564 | +292.4% | 0.26% | +273.9% |
| Q3 2022 | $4,006,155 | -14.2% | 100,304 | -12.9% | 0.07% | -21.6% |
| Q2 2022 | $4,670,000 | +17.9% | 115,154 | +27.8% | 0.09% | +33.3% |
| Q1 2022 | $3,962,000 | – | 90,129 | – | 0.07% | – |
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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% |