ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 486 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $1,081,465 | +1.2% | 25,615 | -1.7% | 0.23% | -6.8% |
Q3 2023 | $1,068,832 | -3.2% | 26,050 | -2.3% | 0.25% | -0.4% |
Q2 2023 | $1,104,643 | -15.5% | 26,650 | -15.1% | 0.25% | -19.6% |
Q1 2023 | $1,307,585 | +50347.0% | 31,372 | -50.5% | 0.31% | -50.3% |
Q4 2022 | $2,592 | -99.9% | 63,399 | -3.8% | 0.63% | -8.3% |
Q3 2022 | $2,633,000 | -27.2% | 65,929 | -26.0% | 0.68% | -20.2% |
Q2 2022 | $3,615,000 | -35.7% | 89,149 | -30.3% | 0.86% | -18.4% |
Q1 2022 | $5,619,000 | -5.1% | 127,821 | -2.2% | 1.05% | +0.1% |
Q4 2021 | $5,921,000 | +5.8% | 130,712 | +6.8% | 1.05% | -3.4% |
Q3 2021 | $5,595,000 | +18.1% | 122,421 | +19.0% | 1.09% | +19.6% |
Q2 2021 | $4,738,000 | +12.3% | 102,876 | +11.7% | 0.91% | +3.9% |
Q1 2021 | $4,220,000 | +96.1% | 92,126 | +94.5% | 0.88% | +85.4% |
Q4 2020 | $2,152,000 | +271.0% | 47,354 | +258.9% | 0.47% | +218.9% |
Q3 2020 | $580,000 | -17.1% | 13,193 | -19.2% | 0.15% | -22.9% |
Q2 2020 | $700,000 | -56.7% | 16,327 | -58.7% | 0.19% | -63.7% |
Q1 2020 | $1,616,000 | – | 39,548 | – | 0.53% | – |
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% |