ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 403 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $7,218,214 | +736.4% | 176,528 | +826.5% | 2.25% | +921.8% |
| Q4 2021 | $863,000 | -7.1% | 19,054 | -6.3% | 0.22% | -12.7% |
| Q3 2021 | $929,000 | +144.5% | 20,337 | +146.3% | 0.25% | +147.1% |
| Q2 2021 | $380,000 | +42.9% | 8,256 | +42.2% | 0.10% | +34.2% |
| Q1 2021 | $266,000 | -94.0% | 5,805 | -94.0% | 0.08% | -94.1% |
| Q4 2020 | $4,415,000 | +147066.7% | 97,169 | +40.7% | 1.28% | +22.9% |
| Q3 2020 | $3,000 | -99.9% | 69,058 | +25.9% | 1.04% | +18.9% |
| Q2 2020 | $2,352,000 | +716.7% | 54,842 | +678.5% | 0.88% | +661.7% |
| Q1 2020 | $288,000 | – | 7,045 | – | 0.12% | – |
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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% |