ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 456 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $195,795 | +8.9% | 4,772 | +10.0% | 0.00% | 0.0% |
| Q2 2023 | $179,810 | +136.9% | 4,338 | +138.2% | 0.00% | +100.0% |
| Q1 2023 | $75,899 | +321.7% | 1,821 | +315.8% | 0.00% | – |
| Q1 2020 | $18,000 | -76.3% | 438 | -73.4% | 0.00% | -100.0% |
| Q4 2019 | $76,000 | -46.1% | 1,644 | -45.9% | 0.00% | -66.7% |
| Q3 2019 | $141,000 | -2.1% | 3,041 | -1.1% | 0.00% | 0.0% |
| Q2 2019 | $144,000 | +2.9% | 3,075 | +2.7% | 0.00% | +50.0% |
| Q1 2019 | $140,000 | +53.8% | 2,994 | +45.8% | 0.00% | 0.0% |
| Q4 2018 | $91,000 | +54.2% | 2,053 | +62.5% | 0.00% | +100.0% |
| Q3 2018 | $59,000 | +1375.0% | 1,263 | +1385.9% | 0.00% | – |
| Q2 2018 | $4,000 | 0.0% | 85 | 0.0% | 0.00% | – |
| Q1 2018 | $4,000 | 0.0% | 85 | 0.0% | 0.00% | – |
| Q4 2017 | $4,000 | 0.0% | 85 | 0.0% | 0.00% | – |
| Q3 2017 | $4,000 | 0.0% | 85 | 0.0% | 0.00% | – |
| Q2 2017 | $4,000 | – | 85 | – | 0.00% | – |
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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% |