ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 453 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $196,383 | -22.5% | 4,786 | -21.7% | 0.00% | 0.0% |
| Q2 2023 | $253,356 | -8.6% | 6,112 | -8.1% | 0.00% | -33.3% |
| Q1 2023 | $277,266 | +310.7% | 6,652 | +302.9% | 0.00% | +200.0% |
| Q4 2022 | $67,509 | +6650.9% | 1,651 | +12600.0% | 0.00% | – |
| Q3 2022 | $1,000 | -75.0% | 13 | -85.1% | 0.00% | – |
| Q4 2021 | $4,000 | 0.0% | 87 | 0.0% | 0.00% | – |
| Q3 2021 | $4,000 | 0.0% | 87 | 0.0% | 0.00% | – |
| Q2 2021 | $4,000 | 0.0% | 87 | 0.0% | 0.00% | – |
| Q1 2021 | $4,000 | 0.0% | 87 | 0.0% | 0.00% | – |
| Q4 2020 | $4,000 | -97.5% | 87 | -97.4% | 0.00% | -100.0% |
| Q2 2017 | $163,000 | -0.6% | 3,410 | -0.5% | 0.01% | -6.7% |
| Q1 2017 | $164,000 | – | 3,428 | – | 0.02% | – |
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% |