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 | $15,763,890 | +8.9% | 384,242 | +10.0% | 3.79% | +11.7% |
| Q2 2023 | $14,472,027 | -0.1% | 349,182 | +0.5% | 3.40% | -5.4% |
| Q1 2023 | $14,479,381 | +0.9% | 347,394 | -1.0% | 3.59% | -4.0% |
| Q4 2022 | $14,354,359 | -27.8% | 351,048 | -29.5% | 3.74% | -34.2% |
| Q3 2022 | $19,894,000 | -0.6% | 498,100 | +0.9% | 5.69% | +5.5% |
| Q2 2022 | $20,020,000 | -5.8% | 493,701 | +2.2% | 5.39% | +8.1% |
| Q1 2022 | $21,245,000 | +7.0% | 483,290 | +10.3% | 4.98% | +9.6% |
| Q4 2021 | $19,858,000 | +1.4% | 438,358 | +2.2% | 4.55% | -5.3% |
| Q3 2021 | $19,592,000 | +13.2% | 428,714 | +14.1% | 4.80% | +9.4% |
| Q2 2021 | $17,303,000 | +86.5% | 375,659 | +85.5% | 4.39% | +67.9% |
| Q1 2021 | $9,279,000 | +32.5% | 202,549 | +31.4% | 2.62% | +25.5% |
| Q4 2020 | $7,005,000 | – | 154,152 | – | 2.08% | – |
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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% |