ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 7 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| BTS Asset Management, Inc. | 949,514 | $41,741,000 | 12.80% |
| Divergent Planning, LLC | 352,028 | $15,419,000 | 9.87% |
| Value Monitoring, Inc. | 36,646 | $1,611,000 | 9.35% |
| Thrive Capital Management, LLC | 269,754 | $11,858,000 | 7.15% |
| B, B, H, & B INC. | 156,560 | $6,882,000 | 6.49% |
| Sound Income Strategies, LLC | 1,077,688 | $47,375,000 | 5.45% |
| Legacy Financial Group LLC | 418,177 | $18,383,000 | 5.39% |
| Kathmere Capital Management, LLC | 715,443 | $31,451,000 | 5.35% |
| IRONWOOD WEALTH MANAGEMENT, INC. | 164,159 | $7,216,000 | 5.21% |
| Regal Wealth Group, Inc. | 187,064 | $8,057,000 | 5.02% |