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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,254,484 | -0.6% | 30,265 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $1,261,445 | +1.9% | 30,265 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $1,237,536 | -48.8% | 30,265 | -50.0% | 0.00% | -20.0% |
| Q3 2022 | $2,417,784 | -1.5% | 60,530 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $2,454,246 | -7.8% | 60,530 | 0.0% | 0.01% | +25.0% |
| Q1 2022 | $2,660,449 | +95.5% | 60,530 | +101.5% | 0.00% | +33.3% |
| Q4 2021 | $1,361,000 | -0.9% | 30,045 | 0.0% | 0.00% | -25.0% |
| Q3 2021 | $1,373,000 | -50.3% | 30,045 | -49.9% | 0.00% | 0.0% |
| Q2 2021 | $2,762,000 | +66.2% | 59,944 | +65.2% | 0.00% | -20.0% |
| Q1 2021 | $1,662,000 | +0.8% | 36,278 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $1,648,000 | +3.4% | 36,278 | 0.0% | 0.01% | -16.7% |
| Q3 2020 | $1,594,000 | -39.3% | 36,278 | -40.7% | 0.01% | +20.0% |
| Q2 2020 | $2,624,000 | – | 61,200 | – | 0.01% | – |
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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% |