ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 98 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $291,000 | -1.4% | 7,287 | 0.0% | 0.11% | +2.8% |
| Q2 2022 | $295,000 | -10.6% | 7,287 | -2.9% | 0.11% | +2.9% |
| Q1 2022 | $330,000 | -4.6% | 7,508 | -1.9% | 0.10% | -0.9% |
| Q4 2021 | $346,000 | -9.9% | 7,650 | -9.0% | 0.11% | -13.8% |
| Q3 2021 | $384,000 | -0.5% | 8,410 | +0.4% | 0.12% | -2.4% |
| Q2 2021 | $386,000 | +2.1% | 8,380 | +1.6% | 0.13% | -6.0% |
| Q1 2021 | $378,000 | -4.3% | 8,250 | -5.2% | 0.13% | -10.1% |
| Q4 2020 | $395,000 | +6.2% | 8,702 | +2.9% | 0.15% | -3.9% |
| Q3 2020 | $372,000 | +2.5% | 8,459 | -0.1% | 0.16% | -4.9% |
| Q2 2020 | $363,000 | +12.4% | 8,468 | +7.3% | 0.16% | -4.1% |
| Q1 2020 | $323,000 | -9.3% | 7,894 | +3.0% | 0.17% | +13.3% |
| Q4 2019 | $356,000 | -3.8% | 7,663 | -3.8% | 0.15% | -8.5% |
| Q3 2019 | $370,000 | +1.1% | 7,968 | +1.7% | 0.16% | -6.3% |
| Q2 2019 | $366,000 | +1.4% | 7,832 | +1.5% | 0.18% | +10.8% |
| Q1 2019 | $361,000 | +3.1% | 7,716 | -1.6% | 0.16% | -6.5% |
| Q4 2018 | $350,000 | -3.6% | 7,843 | +1.6% | 0.17% | +4.3% |
| Q3 2018 | $363,000 | +7.4% | 7,717 | +6.3% | 0.16% | +0.6% |
| Q2 2018 | $338,000 | +0.6% | 7,259 | +1.1% | 0.16% | 0.0% |
| Q1 2018 | $336,000 | +4.0% | 7,181 | +4.7% | 0.16% | +83.0% |
| Q4 2017 | $323,000 | +0.6% | 6,858 | +2.0% | 0.09% | -45.7% |
| Q3 2017 | $321,000 | -5.0% | 6,721 | -6.0% | 0.16% | +86.2% |
| Q4 2016 | $338,000 | – | 7,151 | – | 0.09% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BTS Asset Management, Inc. | 949,514 | $41,741,000 | 12.80% |
| Divergent Planning, LLC | 352,028 | $15,419,000 | 9.87% |
| Value Monitoring, Inc. | 36,646 | $1,611,000 | 9.35% |
| Thrive Capital Management, LLC | 269,754 | $11,858,000 | 7.15% |
| B, B, H, & B INC. | 156,560 | $6,882,000 | 6.49% |
| Sound Income Strategies, LLC | 1,077,688 | $47,375,000 | 5.45% |
| Legacy Financial Group LLC | 418,177 | $18,383,000 | 5.39% |
| Kathmere Capital Management, LLC | 715,443 | $31,451,000 | 5.35% |
| IRONWOOD WEALTH MANAGEMENT, INC. | 164,159 | $7,216,000 | 5.21% |
| Regal Wealth Group, Inc. | 187,064 | $8,057,000 | 5.02% |