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 | $1,733,394 | +52.2% | 42,247 | +53.8% | 0.02% | +56.2% |
| Q2 2023 | $1,138,673 | +6.6% | 27,471 | +7.2% | 0.02% | -5.9% |
| Q1 2023 | $1,068,217 | +2.2% | 25,629 | +0.2% | 0.02% | -5.6% |
| Q4 2022 | $1,045,476 | +370.9% | 25,568 | +359.6% | 0.02% | +350.0% |
| Q3 2022 | $222,000 | -82.1% | 5,563 | -79.7% | 0.00% | -80.0% |
| Q4 2021 | $1,239,000 | -59.5% | 27,356 | -59.4% | 0.02% | -71.4% |
| Q4 2020 | $3,061,000 | +22.6% | 67,359 | +18.6% | 0.07% | +9.4% |
| Q3 2020 | $2,496,000 | +23.6% | 56,781 | +20.6% | 0.06% | +10.3% |
| Q2 2020 | $2,020,000 | +80.5% | 47,092 | +72.1% | 0.06% | +45.0% |
| Q1 2020 | $1,119,000 | – | 27,368 | – | 0.04% | – |
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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% |