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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $251,432 | +0.9% | 6,128 | +2.0% | 0.02% | 0.0% |
| Q2 2023 | $249,115 | -7.8% | 6,010 | -7.3% | 0.02% | -11.1% |
| Q1 2023 | $270,086 | +6.8% | 6,480 | +16.0% | 0.02% | +12.5% |
| Q4 2021 | $253,000 | -0.8% | 5,585 | 0.0% | 0.02% | -5.9% |
| Q3 2021 | $255,000 | -15.3% | 5,585 | -14.5% | 0.02% | -10.5% |
| Q2 2021 | $301,000 | -22.2% | 6,530 | -22.7% | 0.02% | -34.5% |
| Q1 2021 | $387,000 | -9.2% | 8,450 | -9.8% | 0.03% | -14.7% |
| Q4 2020 | $426,000 | +76.8% | 9,370 | +71.1% | 0.03% | +54.5% |
| Q3 2020 | $241,000 | +15.3% | 5,475 | +22.8% | 0.02% | +214.3% |
| Q1 2018 | $209,000 | – | 4,457 | – | 0.01% | – |
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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% |