ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 439 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,659,171 | +1.5% | 40,438 | +2.5% | 0.01% | +9.1% |
| Q2 2023 | $1,634,749 | +2.9% | 39,439 | +3.5% | 0.01% | -8.3% |
| Q1 2023 | $1,588,382 | -41.9% | 38,109 | -43.0% | 0.01% | -42.9% |
| Q4 2022 | $2,734,234 | +5.5% | 66,868 | +3.0% | 0.02% | 0.0% |
| Q3 2022 | $2,592,000 | +0.5% | 64,900 | +2.0% | 0.02% | +10.5% |
| Q2 2022 | $2,580,000 | -23.6% | 63,621 | -17.2% | 0.02% | -9.5% |
| Q1 2022 | $3,379,000 | -32.7% | 76,872 | -30.6% | 0.02% | -36.4% |
| Q4 2021 | $5,018,000 | +55.6% | 110,763 | +57.0% | 0.03% | +43.5% |
| Q3 2021 | $3,225,000 | +213.7% | 70,562 | +216.3% | 0.02% | +187.5% |
| Q2 2021 | $1,028,000 | +34.2% | 22,312 | +33.5% | 0.01% | +33.3% |
| Q1 2021 | $766,000 | +16.4% | 16,717 | +15.4% | 0.01% | 0.0% |
| Q4 2020 | $658,000 | +29.3% | 14,481 | +25.0% | 0.01% | 0.0% |
| Q3 2020 | $509,000 | +19.5% | 11,581 | +16.5% | 0.01% | 0.0% |
| Q2 2020 | $426,000 | +70.4% | 9,939 | +62.6% | 0.01% | +100.0% |
| Q1 2020 | $250,000 | +10.6% | 6,114 | +25.6% | 0.00% | 0.0% |
| Q4 2019 | $226,000 | -9.6% | 4,868 | -9.4% | 0.00% | 0.0% |
| Q3 2019 | $250,000 | – | 5,374 | – | 0.00% | – |
Download | ||||||
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% |