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 | $2,919,264 | -2.1% | 71,150 | -1.1% | 0.00% | -33.3% |
| Q2 2023 | $2,982,624 | +0.1% | 71,957 | +0.7% | 0.00% | 0.0% |
| Q1 2023 | $2,979,663 | -2.2% | 71,489 | -4.1% | 0.00% | 0.0% |
| Q4 2022 | $3,046,863 | +285.2% | 74,514 | +276.2% | 0.00% | +200.0% |
| Q3 2022 | $791,000 | -79.2% | 19,809 | -78.9% | 0.00% | -75.0% |
| Q2 2022 | $3,799,000 | -15.9% | 93,674 | -8.9% | 0.00% | 0.0% |
| Q1 2022 | $4,519,000 | +895.4% | 102,810 | +927.4% | 0.00% | – |
| Q4 2021 | $454,000 | +33.9% | 10,007 | +34.5% | 0.00% | – |
| Q3 2021 | $339,000 | +80.3% | 7,438 | +82.7% | 0.00% | – |
| Q2 2021 | $188,000 | +32.4% | 4,072 | +31.1% | 0.00% | – |
| Q1 2021 | $142,000 | -92.0% | 3,105 | -92.0% | 0.00% | -100.0% |
| Q4 2020 | $1,774,000 | +6.2% | 39,041 | +2.8% | 0.00% | 0.0% |
| Q3 2020 | $1,670,000 | +4.3% | 37,987 | +1.8% | 0.00% | 0.0% |
| Q2 2020 | $1,601,000 | +8.7% | 37,330 | +3.6% | 0.00% | 0.0% |
| Q1 2020 | $1,473,000 | -34.1% | 36,041 | -25.2% | 0.00% | 0.0% |
| Q4 2019 | $2,236,000 | -0.6% | 48,169 | -0.4% | 0.00% | 0.0% |
| Q3 2019 | $2,249,000 | -5.0% | 48,364 | -4.6% | 0.00% | 0.0% |
| Q2 2019 | $2,368,000 | +25.9% | 50,699 | +25.9% | 0.00% | 0.0% |
| Q1 2019 | $1,881,000 | +3.1% | 40,267 | -1.7% | 0.00% | 0.0% |
| Q4 2018 | $1,824,000 | +7.1% | 40,953 | +13.2% | 0.00% | 0.0% |
| Q3 2018 | $1,703,000 | -2.2% | 36,174 | -3.2% | 0.00% | 0.0% |
| Q2 2018 | $1,742,000 | +1.6% | 37,369 | +2.0% | 0.00% | 0.0% |
| Q1 2018 | $1,714,000 | -12.6% | 36,633 | -12.0% | 0.00% | 0.0% |
| Q4 2017 | $1,962,000 | -1.9% | 41,613 | -0.4% | 0.00% | 0.0% |
| Q3 2017 | $1,999,000 | +6.0% | 41,792 | +6.1% | 0.00% | 0.0% |
| Q2 2017 | $1,886,000 | -1.0% | 39,392 | -1.2% | 0.00% | 0.0% |
| Q1 2017 | $1,905,000 | -12.5% | 39,871 | -13.2% | 0.00% | 0.0% |
| Q4 2016 | $2,176,000 | +14.3% | 45,953 | +14.2% | 0.00% | 0.0% |
| Q3 2016 | $1,904,000 | +42.9% | 40,254 | +40.1% | 0.00% | 0.0% |
| Q2 2016 | $1,332,000 | +57.4% | 28,733 | +53.0% | 0.00% | +100.0% |
| Q1 2016 | $846,000 | +4600.0% | 18,776 | +4594.0% | 0.00% | – |
| Q4 2015 | $18,000 | +800.0% | 400 | +1042.9% | 0.00% | – |
| Q3 2015 | $2,000 | – | 35 | – | 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% |