ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 435 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $92 | +2.2% | 2,253 | +4.0% | 0.00% | +33.3% |
| Q2 2023 | $90 | +55.2% | 2,167 | +56.0% | 0.00% | +50.0% |
| Q1 2023 | $58 | +38.1% | 1,389 | +35.4% | 0.00% | 0.0% |
| Q4 2022 | $42 | -99.9% | 1,026 | +16.5% | 0.00% | 0.0% |
| Q3 2022 | $35,000 | +250.0% | 881 | +270.2% | 0.00% | – |
| Q2 2022 | $10,000 | +900.0% | 238 | +934.8% | 0.00% | – |
| Q4 2020 | $1,000 | -66.7% | 23 | -60.3% | 0.00% | – |
| Q3 2020 | $3,000 | – | 58 | – | 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% |