ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 450 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,323 | -1.0% | 81 | 0.0% | 0.00% | – |
| Q2 2023 | $3,357 | -5.2% | 81 | -4.7% | 0.00% | – |
| Q1 2023 | $3,543 | +1126.0% | 85 | -98.8% | 0.00% | -100.0% |
| Q4 2022 | $289 | -97.1% | 7,077 | +2697.2% | 0.01% | – |
| Q3 2022 | $10,000 | +25.0% | 253 | +26.5% | 0.00% | – |
| Q2 2022 | $8,000 | -78.9% | 200 | -76.6% | 0.00% | -100.0% |
| Q1 2022 | $38,000 | -81.7% | 855 | -81.4% | 0.00% | -85.7% |
| Q4 2020 | $208,000 | +18.9% | 4,595 | +15.5% | 0.01% | 0.0% |
| Q3 2020 | $175,000 | – | 3,978 | – | 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% |