ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 456 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,282 | -29.9% | 80 | -29.2% | 0.00% | – |
| Q2 2023 | $4,684 | +58450.0% | 113 | -39.2% | 0.00% | – |
| Q1 2023 | $8 | +60.0% | 186 | +44.2% | 0.00% | – |
| Q4 2022 | $5 | -99.8% | 129 | +61.2% | 0.00% | – |
| Q3 2022 | $3,000 | -25.0% | 80 | -23.1% | 0.00% | – |
| Q2 2022 | $4,000 | 0.0% | 104 | +13.0% | 0.00% | – |
| Q1 2022 | $4,000 | 0.0% | 92 | -8.0% | 0.00% | – |
| Q1 2020 | $4,000 | +300.0% | 100 | +426.3% | 0.00% | – |
| Q1 2019 | $1,000 | 0.0% | 19 | 0.0% | 0.00% | – |
| Q4 2018 | $1,000 | 0.0% | 19 | 0.0% | 0.00% | – |
| Q3 2018 | $1,000 | – | 19 | +375.0% | 0.00% | – |
| Q2 2018 | $0 | – | 4 | -50.0% | 0.00% | – |
| Q3 2016 | $0 | – | 8 | – | 0.00% | – |
| Q1 2014 | $0 | – | 0 | – | 0.00% | – |
Download | ||||||
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% |