ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 375 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $9,077 | +2.9% | 215 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $8,821 | -1.0% | 215 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $8,911 | -0.6% | 215 | 0.0% | 0.00% | -33.3% |
| Q1 2023 | $8,961 | +1.9% | 215 | 0.0% | 0.00% | +50.0% |
| Q4 2022 | $8,791 | +9.9% | 215 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $8,000 | 0.0% | 215 | +7.5% | 0.00% | 0.0% |
| Q2 2022 | $8,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $8,000 | -38.5% | 200 | -33.3% | 0.00% | -33.3% |
| Q4 2021 | $13,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $13,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $13,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $13,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $13,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $13,000 | +8.3% | 300 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $12,000 | 0.0% | 300 | 0.0% | 0.00% | -25.0% |
| Q1 2020 | $12,000 | -7.7% | 300 | 0.0% | 0.00% | +33.3% |
| Q4 2019 | $13,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $13,000 | -7.1% | 300 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $14,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $14,000 | +7.7% | 300 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $13,000 | -53.6% | 300 | -50.0% | 0.00% | -50.0% |
| Q3 2018 | $28,000 | -62.2% | 600 | -62.5% | 0.01% | -64.7% |
| Q2 2018 | $74,000 | 0.0% | 1,600 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $74,000 | -1.3% | 1,600 | 0.0% | 0.02% | 0.0% |
| Q4 2017 | $75,000 | -1.3% | 1,600 | 0.0% | 0.02% | -5.6% |
| Q3 2017 | $76,000 | +1.3% | 1,600 | 0.0% | 0.02% | -5.3% |
| Q2 2017 | $75,000 | +435.7% | 1,600 | +433.3% | 0.02% | +375.0% |
| Q1 2017 | $14,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $14,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $14,000 | +7.7% | 300 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $13,000 | – | 300 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Divergent Planning, LLC | 363,684 | $14,747,000 | 10.60% |
| KilterHowling LLC | 216,961 | $8,797,756 | 9.88% |
| Williams Financial, LLC | 208,856 | $8,469,000 | 6.89% |
| Thrive Capital Management, LLC | 232,513 | $9,428,000 | 6.53% |
| Sound Income Strategies, LLC | 1,045,901 | $42,411,000 | 5.66% |
| Matthew Goff Investment Advisor, LLC | 493,701 | $20,020,000 | 5.39% |
| Legacy Financial Group LLC | 418,144 | $16,956,000 | 5.35% |
| Regal Wealth Group, Inc. | 180,706 | $7,328,000 | 5.29% |
| FINANCIAL ADVISORY PARTNERS, LLC | 303,352 | $12,300,924 | 5.08% |
| SMITH CHAS P & ASSOCIATES PA CPAS | 1,646,689 | $66,773,000 | 4.81% |