ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 453 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $240,354 | -63.0% | 5,858 | -62.7% | 0.00% | -20.0% |
| Q2 2023 | $650,424 | +84.0% | 15,704 | +85.8% | 0.01% | -16.7% |
| Q1 2023 | $353,450 | -2.8% | 8,452 | -5.1% | 0.01% | 0.0% |
| Q4 2022 | $363,791 | -0.9% | 8,907 | -2.7% | 0.01% | 0.0% |
| Q3 2022 | $367,000 | +11.2% | 9,157 | +21.8% | 0.01% | +20.0% |
| Q1 2022 | $330,000 | +5.1% | 7,521 | +8.2% | 0.01% | 0.0% |
| Q4 2021 | $314,000 | -6.8% | 6,949 | -6.1% | 0.01% | -16.7% |
| Q3 2021 | $337,000 | -47.2% | 7,397 | -46.6% | 0.01% | -25.0% |
| Q2 2021 | $638,000 | +187.4% | 13,858 | +186.3% | 0.01% | +33.3% |
| Q1 2021 | $222,000 | – | 4,840 | – | 0.01% | – |
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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% |