ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 497 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,047,661 | -8.4% | 24,885 | -10.9% | 0.08% | -22.6% |
| 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 ↓ |
|---|---|---|---|
| KilterHowling LLC | 351,588 | $14,042,424 | 16.86% |
| Divergent Planning, LLC | 365,422 | $14,595,000 | 10.74% |
| Thrive Capital Management, LLC | 234,851 | $9,380,000 | 6.35% |
| Sound Income Strategies, LLC | 1,027,480 | $41,038,000 | 5.97% |
| F3Logic, LLC | 707,024 | $28,268,000 | 5.90% |
| Matthew Goff Investment Advisor, LLC | 498,100 | $19,894,000 | 5.69% |
| Legacy Financial Group LLC | 410,927 | $16,412,000 | 5.48% |
| Regal Wealth Group, Inc. | 173,107 | $6,968,000 | 5.38% |
| FINANCIAL ADVISORY PARTNERS, LLC | 308,628 | $12,326,602 | 5.36% |
| HNP Capital LLC | 434,921 | $17,371,000 | 5.01% |