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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $2,192,000 | +10.0% | 48,236 | +6.4% | 0.69% | -11.2% |
| Q3 2020 | $1,992,000 | +8.0% | 45,331 | +5.4% | 0.78% | -0.5% |
| Q2 2020 | $1,844,000 | +17.8% | 42,990 | +12.2% | 0.78% | -1.6% |
| Q1 2020 | $1,566,000 | +3628.6% | 38,311 | +4156.8% | 0.80% | +5592.9% |
| Q3 2019 | $42,000 | 0.0% | 900 | 0.0% | 0.01% | -6.7% |
| Q2 2019 | $42,000 | 0.0% | 900 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $42,000 | -2.3% | 900 | 0.0% | 0.02% | -40.0% |
| Q4 2016 | $43,000 | – | 900 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EXELON CORP | 840,020 | $38,053,000 | 27.78% |
| Donoghue Forlines LLC | 1,050,971 | $47,609,000 | 8.05% |
| Divergent Planning, LLC | 210,559 | $9,526,000 | 6.97% |
| Thrive Capital Management, LLC | 220,289 | $9,979,000 | 6.50% |
| Clearwater Capital Advisors, LLC | 1,230,875 | $55,759,000 | 6.15% |
| Sound Income Strategies, LLC | 1,081,764 | $49,004,000 | 5.77% |
| B, B, H, & B INC. | 151,453 | $6,861,000 | 5.72% |
| Kathmere Capital Management, LLC | 695,809 | $31,520,000 | 5.47% |
| IRONWOOD WEALTH MANAGEMENT, INC. | 161,492 | $7,316,000 | 5.12% |
| Regal Wealth Group, Inc. | 193,269 | $8,755,000 | 4.93% |