ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 456 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $564,655 | -85.0% | 13,762 | -85.4% | 0.00% | -100.0% |
| Q3 2022 | $3,761,000 | -50.9% | 94,178 | -50.2% | 0.00% | -50.0% |
| Q2 2022 | $7,666,000 | +355.5% | 189,061 | +409.0% | 0.00% | – |
| Q4 2021 | $1,683,000 | +52.3% | 37,147 | +47.7% | 0.00% | – |
| Q3 2020 | $1,105,000 | -89.0% | 25,144 | -89.3% | 0.00% | -100.0% |
| Q2 2020 | $10,051,000 | -63.9% | 234,344 | -62.5% | 0.00% | -73.3% |
| Q4 2018 | $27,866,000 | +1167.2% | 625,496 | +1245.0% | 0.02% | +650.0% |
| Q3 2016 | $2,199,000 | +317.3% | 46,507 | +308.6% | 0.00% | +100.0% |
| Q2 2016 | $527,000 | -18.4% | 11,381 | -19.3% | 0.00% | 0.0% |
| Q3 2015 | $646,000 | – | 14,108 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Divergent Planning, LLC | 363,684 | $14,747,000 | 10.60% |
| KilterHowling LLC | 216,961 | $8,797,756 | 9.88% |
| Williams Financial, LLC | 208,856 | $8,469,000 | 6.89% |
| Thrive Capital Management, LLC | 232,513 | $9,428,000 | 6.53% |
| Sound Income Strategies, LLC | 1,045,901 | $42,411,000 | 5.66% |
| Matthew Goff Investment Advisor, LLC | 493,701 | $20,020,000 | 5.39% |
| Legacy Financial Group LLC | 418,144 | $16,956,000 | 5.35% |
| Regal Wealth Group, Inc. | 180,706 | $7,328,000 | 5.29% |
| FINANCIAL ADVISORY PARTNERS, LLC | 303,352 | $12,300,924 | 5.08% |
| SMITH CHAS P & ASSOCIATES PA CPAS | 1,646,689 | $66,773,000 | 4.81% |