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 | $833 | -47.5% | 20,292 | -47.0% | 0.04% | -46.1% |
Q2 2023 | $1,586 | -10.0% | 38,264 | -9.5% | 0.08% | -13.6% |
Q1 2023 | $1,762 | -1.8% | 42,265 | -3.7% | 0.09% | -11.1% |
Q4 2022 | $1,795 | -99.9% | 43,892 | +37.2% | 0.10% | +37.5% |
Q3 2022 | $1,278,000 | +134.9% | 31,986 | +138.6% | 0.07% | +140.0% |
Q2 2022 | $544,000 | – | 13,405 | – | 0.03% | – |
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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% |