ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 560 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $127,931 | +155.1% | 3,118 | +157.7% | 0.00% | – |
| Q2 2023 | $50,154 | -17.8% | 1,210 | -17.3% | 0.00% | – |
| Q1 2023 | $60,978 | +8.3% | 1,463 | +6.2% | 0.00% | – |
| Q4 2022 | $56,306 | +65.6% | 1,377 | +62.0% | 0.00% | – |
| Q3 2022 | $34,000 | 0.0% | 850 | 0.0% | 0.00% | – |
| Q2 2022 | $34,000 | -72.6% | 850 | -69.8% | 0.00% | – |
| Q1 2022 | $124,000 | +226.3% | 2,818 | +232.3% | 0.00% | – |
| Q4 2021 | $38,000 | -34.5% | 848 | -33.1% | 0.00% | – |
| Q3 2021 | $58,000 | -9.4% | 1,268 | -9.6% | 0.00% | – |
| Q2 2021 | $64,000 | -31.2% | 1,403 | -31.2% | 0.00% | – |
| Q1 2021 | $93,000 | +1.1% | 2,039 | +0.8% | 0.00% | – |
| Q4 2020 | $92,000 | -50.0% | 2,022 | -51.8% | 0.00% | – |
| Q3 2020 | $184,000 | +10.2% | 4,194 | +8.0% | 0.00% | – |
| Q2 2020 | $167,000 | +2.5% | 3,885 | -2.6% | 0.00% | -100.0% |
| Q1 2020 | $163,000 | -39.4% | 3,987 | -31.2% | 0.00% | 0.0% |
| Q4 2019 | $269,000 | +161.2% | 5,794 | +161.2% | 0.00% | – |
| Q3 2019 | $103,000 | -80.6% | 2,218 | -80.5% | 0.00% | -100.0% |
| Q2 2019 | $531,000 | +15.7% | 11,374 | +15.8% | 0.00% | 0.0% |
| Q1 2019 | $459,000 | +5.0% | 9,823 | +0.2% | 0.00% | 0.0% |
| Q4 2018 | $437,000 | +270.3% | 9,805 | +290.6% | 0.00% | – |
| Q3 2018 | $118,000 | +0.9% | 2,510 | 0.0% | 0.00% | – |
| Q2 2018 | $117,000 | -6.4% | 2,510 | -6.3% | 0.00% | – |
| Q1 2018 | $125,000 | +5.9% | 2,680 | +6.8% | 0.00% | – |
| Q4 2017 | $118,000 | -1.7% | 2,510 | 0.0% | 0.00% | – |
| Q3 2017 | $120,000 | – | 2,510 | +25000.0% | 0.00% | – |
| Q2 2017 | $0 | – | 10 | 0.0% | 0.00% | – |
| Q1 2017 | $0 | – | 10 | – | 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% |