ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 7 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,188 | +709.1% | 77,700 | +717.9% | 0.01% | +400.0% |
| Q2 2023 | $394 | -4.6% | 9,500 | -5.9% | 0.00% | 0.0% |
| Q4 2022 | $413 | -100.0% | 10,100 | -94.5% | 0.00% | -90.9% |
| Q3 2021 | $8,404,000 | -56.1% | 183,900 | -55.8% | 0.01% | -54.2% |
| Q2 2021 | $19,156,000 | +30.2% | 415,900 | +29.5% | 0.02% | +33.3% |
| Q1 2021 | $14,714,000 | +24.3% | 321,200 | +23.3% | 0.02% | +38.5% |
| Q4 2020 | $11,837,000 | +100.6% | 260,500 | +94.0% | 0.01% | +116.7% |
| Q3 2020 | $5,902,000 | – | 134,300 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BTS Asset Management, Inc. | 949,514 | $41,741,000 | 12.80% |
| Divergent Planning, LLC | 352,028 | $15,419,000 | 9.87% |
| Value Monitoring, Inc. | 36,646 | $1,611,000 | 9.35% |
| Thrive Capital Management, LLC | 269,754 | $11,858,000 | 7.15% |
| B, B, H, & B INC. | 156,560 | $6,882,000 | 6.49% |
| Sound Income Strategies, LLC | 1,077,688 | $47,375,000 | 5.45% |
| Legacy Financial Group LLC | 418,177 | $18,383,000 | 5.39% |
| Kathmere Capital Management, LLC | 715,443 | $31,451,000 | 5.35% |
| IRONWOOD WEALTH MANAGEMENT, INC. | 164,159 | $7,216,000 | 5.21% |
| Regal Wealth Group, Inc. | 187,064 | $8,057,000 | 5.02% |