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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,376 | -55.2% | 80 | -54.8% | 0.00% | – |
| Q1 2024 | $7,531 | +122.9% | 177 | +121.2% | 0.00% | – |
| Q4 2023 | $3,378 | +2.9% | 80 | 0.0% | 0.00% | – |
| 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 ↓ |
|---|---|---|---|
| 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% |