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 | $3,633,260 | -2.2% | 88,574 | -1.2% | 0.65% | +1.3% |
| Q2 2023 | $3,715,569 | -4.1% | 89,641 | -3.5% | 0.64% | -8.2% |
| Q1 2023 | $3,872,445 | -8.4% | 92,910 | -10.2% | 0.70% | -11.9% |
| Q4 2022 | $4,227,679 | -0.9% | 103,418 | -3.2% | 0.79% | -6.6% |
| Q3 2022 | $4,267,000 | -1.7% | 106,853 | -0.2% | 0.85% | +3.5% |
| Q2 2022 | $4,340,000 | -8.5% | 107,053 | -0.8% | 0.82% | +6.2% |
| Q1 2022 | $4,742,000 | -1.2% | 107,916 | -0.3% | 0.77% | -4.0% |
| Q4 2021 | $4,799,000 | +18.8% | 108,271 | +22.4% | 0.80% | +16.1% |
| Q3 2021 | $4,041,000 | +49.3% | 88,441 | +50.5% | 0.69% | +45.0% |
| Q2 2021 | $2,707,000 | +906.3% | 58,768 | +900.3% | 0.48% | +833.3% |
| Q1 2021 | $269,000 | +8866.7% | 5,875 | +9531.1% | 0.05% | +5000.0% |
| Q4 2020 | $3,000 | – | 61 | – | 0.00% | – |
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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% |