ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 441 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,143,677 | -47.3% | 27,935 | -46.4% | 0.11% | -45.9% |
| Q2 2023 | $2,170,549 | -11.5% | 52,152 | -11.4% | 0.20% | -25.5% |
| Q1 2023 | $2,453,179 | +26.9% | 58,857 | +27.4% | 0.26% | -17.6% |
| Q4 2022 | $1,933,504 | +449.3% | 46,201 | +430.6% | 0.32% | +112.7% |
| Q3 2022 | $352,000 | -5.4% | 8,708 | -4.6% | 0.15% | -7.4% |
| Q2 2022 | $372,000 | -3.6% | 9,129 | +2.3% | 0.16% | +8.0% |
| Q1 2022 | $386,000 | +11.2% | 8,927 | +15.7% | 0.15% | +3.4% |
| Q4 2021 | $347,000 | +33.5% | 7,717 | +35.5% | 0.14% | +48.0% |
| Q3 2021 | $260,000 | – | 5,696 | – | 0.10% | – |
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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% |