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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $953,143 | -89.7% | 22,995 | -88.7% | 0.03% | -81.0% |
| Q4 2020 | $9,211,000 | -49.3% | 202,713 | -50.9% | 0.14% | -59.0% |
| Q3 2020 | $18,152,000 | +164.5% | 413,021 | +158.2% | 0.33% | +145.6% |
| Q2 2020 | $6,862,000 | +360.8% | 159,982 | +339.2% | 0.14% | +195.7% |
| Q1 2020 | $1,489,000 | +12.5% | 36,425 | +27.7% | 0.05% | +15.0% |
| Q4 2019 | $1,324,000 | +324.4% | 28,519 | +329.7% | 0.04% | +122.2% |
| Q3 2018 | $312,000 | +1.6% | 6,637 | +0.8% | 0.02% | -18.2% |
| Q2 2018 | $307,000 | +24.8% | 6,584 | +25.0% | 0.02% | +4.8% |
| Q1 2018 | $246,000 | – | 5,268 | – | 0.02% | – |
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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% |