ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 450 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $667,386 | +1.3% | 16,266 | +2.3% | 0.03% | 0.0% |
| Q2 2023 | $658,930 | -23.5% | 15,897 | -23.1% | 0.03% | -29.8% |
| Q1 2023 | $861,629 | -42.4% | 20,672 | -43.5% | 0.05% | -48.4% |
| Q4 2022 | $1,494,779 | +146.7% | 36,556 | +144.8% | 0.09% | +122.0% |
| Q3 2022 | $606,000 | 0.0% | 14,934 | 0.0% | 0.04% | 0.0% |
| Q2 2022 | $606,000 | -12.7% | 14,934 | -2.5% | 0.04% | 0.0% |
| Q4 2021 | $694,000 | -72.3% | 15,324 | -72.0% | 0.04% | -48.8% |
| Q3 2021 | $2,503,000 | +2.1% | 54,765 | +2.9% | 0.08% | +2.6% |
| Q2 2021 | $2,452,000 | +0.9% | 53,235 | +0.4% | 0.08% | -10.3% |
| Q1 2021 | $2,430,000 | – | 53,044 | – | 0.09% | – |
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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% |