ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 497 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $88,873 | -52.4% | 2,106 | -52.0% | 0.00% | -50.0% |
| Q1 2024 | $186,709 | -7.1% | 4,388 | -7.9% | 0.00% | 0.0% |
| Q4 2023 | $201,052 | +2.7% | 4,762 | -0.2% | 0.00% | 0.0% |
| 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| KilterHowling LLC | 351,588 | $14,042,424 | 16.86% |
| Divergent Planning, LLC | 365,422 | $14,595,000 | 10.74% |
| Thrive Capital Management, LLC | 234,851 | $9,380,000 | 6.35% |
| Sound Income Strategies, LLC | 1,027,480 | $41,038,000 | 5.97% |
| F3Logic, LLC | 707,024 | $28,268,000 | 5.90% |
| Matthew Goff Investment Advisor, LLC | 498,100 | $19,894,000 | 5.69% |
| Legacy Financial Group LLC | 410,927 | $16,412,000 | 5.48% |
| Regal Wealth Group, Inc. | 173,107 | $6,968,000 | 5.38% |
| FINANCIAL ADVISORY PARTNERS, LLC | 308,628 | $12,326,602 | 5.36% |
| HNP Capital LLC | 434,921 | $17,371,000 | 5.01% |