ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 560 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $667 | -80.6% | 16,262 | -80.4% | 0.54% | -62.1% |
| Q2 2023 | $3,437 | +119.5% | 82,921 | +120.8% | 1.42% | +104.0% |
| Q1 2023 | $1,566 | +20.9% | 37,561 | +18.6% | 0.70% | +48.2% |
| Q4 2022 | $1,295 | -99.4% | 31,677 | +488.0% | 0.47% | +311.4% |
| Q2 2022 | $218,000 | -90.6% | 5,387 | -89.8% | 0.11% | -84.1% |
| Q1 2022 | $2,317,000 | -75.9% | 52,697 | -75.2% | 0.72% | -58.5% |
| Q4 2021 | $9,630,000 | +314.9% | 212,574 | +318.6% | 1.72% | +141.3% |
| Q3 2021 | $2,321,000 | -71.4% | 50,786 | -71.1% | 0.72% | -57.1% |
| Q2 2021 | $8,102,000 | -21.8% | 175,902 | -22.2% | 1.67% | -38.2% |
| Q1 2021 | $10,358,000 | +38.8% | 226,097 | +37.7% | 2.70% | +50.0% |
| Q4 2020 | $7,460,000 | – | 164,162 | – | 1.80% | – |
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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% |