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 | $474,758 | -1.8% | 11,571 | -0.8% | 0.02% | 0.0% |
| Q2 2023 | $483,514 | -2.1% | 11,665 | -1.6% | 0.02% | -4.0% |
| Q1 2023 | $494,033 | +8.7% | 11,853 | +6.7% | 0.02% | +4.2% |
| Q4 2022 | $454,288 | +0.7% | 11,110 | -1.6% | 0.02% | -7.7% |
| Q3 2022 | $451,000 | -4.0% | 11,295 | -2.5% | 0.03% | +8.3% |
| Q2 2022 | $470,000 | -6.9% | 11,585 | +0.8% | 0.02% | +4.3% |
| Q1 2022 | $505,000 | +4.3% | 11,496 | +7.7% | 0.02% | +9.5% |
| Q4 2021 | $484,000 | +8.5% | 10,676 | +9.3% | 0.02% | +5.0% |
| Q3 2021 | $446,000 | +0.7% | 9,766 | +1.6% | 0.02% | 0.0% |
| Q2 2021 | $443,000 | +11.6% | 9,614 | +11.1% | 0.02% | +11.1% |
| Q1 2021 | $397,000 | – | 8,656 | – | 0.02% | – |
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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% |