ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 241 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,245,981 | +161.8% | 30,472 | +190.0% | 0.08% | +170.0% |
| Q4 2021 | $476,000 | -70.5% | 10,507 | -70.4% | 0.03% | -80.4% |
| Q4 2020 | $1,613,000 | -61.6% | 35,489 | -62.9% | 0.15% | -52.2% |
| Q3 2020 | $4,202,000 | +89.0% | 95,604 | +84.4% | 0.32% | +6.7% |
| Q2 2020 | $2,223,000 | +84.5% | 51,832 | +75.8% | 0.30% | +55.4% |
| Q1 2020 | $1,205,000 | -21.5% | 29,486 | -10.8% | 0.19% | -11.5% |
| Q4 2019 | $1,535,000 | -0.2% | 33,066 | -0.1% | 0.22% | -13.8% |
| Q3 2019 | $1,538,000 | +5.3% | 33,093 | +5.9% | 0.25% | -26.7% |
| Q2 2019 | $1,460,000 | +2.4% | 31,255 | +2.4% | 0.34% | +8.8% |
| Q1 2019 | $1,426,000 | +35.8% | 30,521 | +29.5% | 0.32% | -13.6% |
| Q4 2018 | $1,050,000 | -6.9% | 23,577 | -1.6% | 0.37% | +4.0% |
| Q3 2018 | $1,128,000 | +12.8% | 23,963 | +11.7% | 0.35% | +11.7% |
| Q2 2018 | $1,000,000 | +5.0% | 21,449 | +5.4% | 0.32% | -0.9% |
| Q1 2018 | $952,000 | -8.5% | 20,356 | -7.8% | 0.32% | +14.7% |
| Q4 2017 | $1,040,000 | +2.7% | 22,074 | +4.3% | 0.28% | -28.0% |
| Q3 2017 | $1,013,000 | – | 21,173 | – | 0.39% | – |
Download | ||||||
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% |