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 2022 | $284,000 | -7.8% | 7,007 | 0.0% | 0.11% | +2.7% |
| Q1 2022 | $308,000 | -9.9% | 7,007 | -7.2% | 0.11% | +19.4% |
| Q4 2021 | $342,000 | -0.9% | 7,553 | 0.0% | 0.09% | 0.0% |
| Q3 2021 | $345,000 | +2.1% | 7,553 | +3.0% | 0.09% | +20.8% |
| Q2 2021 | $338,000 | +68.2% | 7,334 | +67.2% | 0.08% | +4.1% |
| Q1 2021 | $201,000 | +1.0% | 4,386 | 0.0% | 0.07% | +45.1% |
| Q4 2020 | $199,000 | +3.1% | 4,386 | 0.0% | 0.05% | -22.7% |
| Q3 2020 | $193,000 | +2.7% | 4,386 | 0.0% | 0.07% | -9.6% |
| Q2 2020 | $188,000 | +5.0% | 4,386 | 0.0% | 0.07% | -15.1% |
| Q1 2020 | $179,000 | -12.3% | 4,386 | 0.0% | 0.09% | -41.5% |
| Q4 2019 | $204,000 | 0.0% | 4,386 | 0.0% | 0.15% | +1.4% |
| Q3 2019 | $204,000 | -0.5% | 4,386 | 0.0% | 0.14% | -7.6% |
| Q2 2019 | $205,000 | +5.1% | 4,386 | 0.0% | 0.16% | +67.0% |
| Q1 2019 | $195,000 | 0.0% | 4,386 | 0.0% | 0.09% | -1.1% |
| Q4 2018 | $195,000 | – | 4,386 | – | 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% |