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 | $547,258 | -8.3% | 13,338 | -7.4% | 0.00% | 0.0% |
| Q2 2023 | $596,797 | -7.7% | 14,398 | -7.2% | 0.00% | 0.0% |
| Q1 2023 | $646,457 | +29.1% | 15,510 | +26.7% | 0.00% | +50.0% |
| Q4 2022 | $500,739 | +2.2% | 12,246 | -0.2% | 0.00% | -33.3% |
| Q3 2022 | $490,000 | +5.6% | 12,268 | +7.3% | 0.00% | +50.0% |
| Q2 2022 | $464,000 | -15.5% | 11,438 | -8.5% | 0.00% | 0.0% |
| Q1 2022 | $549,000 | -3.0% | 12,499 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $566,000 | +3437.5% | 12,499 | +3471.1% | 0.00% | – |
| Q3 2021 | $16,000 | +45.5% | 350 | +44.6% | 0.00% | – |
| Q2 2021 | $11,000 | 0.0% | 242 | 0.0% | 0.00% | – |
| Q1 2021 | $11,000 | +37.5% | 242 | +36.7% | 0.00% | – |
| Q4 2020 | $8,000 | -84.9% | 177 | -85.4% | 0.00% | – |
| Q3 2020 | $53,000 | +5200.0% | 1,211 | +5404.5% | 0.00% | – |
| Q2 2020 | $1,000 | -98.0% | 22 | -98.2% | 0.00% | – |
| Q1 2020 | $49,000 | -10.9% | 1,194 | 0.0% | 0.00% | – |
| Q4 2019 | $55,000 | -1.8% | 1,194 | 0.0% | 0.00% | – |
| Q3 2019 | $56,000 | +24.4% | 1,194 | +18.3% | 0.00% | – |
| Q4 2018 | $45,000 | +542.9% | 1,009 | +586.4% | 0.00% | – |
| Q4 2015 | $7,000 | – | 147 | – | 0.00% | – |
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% |