ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 453 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,462 | -34.0% | 60 | -33.3% | 0.00% | -100.0% |
| Q2 2023 | $3,731 | +49.2% | 90 | +50.0% | 0.00% | – |
| Q1 2023 | $2,501 | -57.8% | 60 | -58.6% | 0.00% | -100.0% |
| Q4 2022 | $5,929 | -87.1% | 145 | -87.5% | 0.00% | -87.5% |
| Q3 2022 | $46,000 | 0.0% | 1,156 | +1.0% | 0.01% | +14.3% |
| Q2 2022 | $46,000 | -8.0% | 1,144 | +1.1% | 0.01% | 0.0% |
| Q1 2022 | $50,000 | -2.0% | 1,132 | +0.6% | 0.01% | +16.7% |
| Q4 2021 | $51,000 | +34.2% | 1,125 | +35.2% | 0.01% | +20.0% |
| Q3 2021 | $38,000 | 0.0% | 832 | +1.1% | 0.01% | 0.0% |
| Q2 2021 | $38,000 | +18.8% | 823 | +17.7% | 0.01% | 0.0% |
| Q1 2021 | $32,000 | +6.7% | 699 | +5.6% | 0.01% | 0.0% |
| Q4 2020 | $30,000 | +20.0% | 662 | +14.3% | 0.01% | 0.0% |
| Q3 2020 | $25,000 | +92.3% | 579 | +92.4% | 0.01% | +66.7% |
| Q2 2020 | $13,000 | +550.0% | 301 | +401.7% | 0.00% | +200.0% |
| Q1 2020 | $2,000 | – | 60 | – | 0.00% | – |
Download | ||||||
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% |