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 2023 | $460,090 | -2.3% | 11,213 | -1.3% | 0.06% | 0.0% |
| Q2 2023 | $470,850 | +61.7% | 11,359 | +62.6% | 0.06% | +53.8% |
| Q1 2023 | $291,176 | -8.6% | 6,986 | -10.4% | 0.04% | -18.8% |
| Q4 2022 | $318,656 | +15.0% | 7,793 | +23.5% | 0.05% | -2.0% |
| Q1 2022 | $277,000 | +6.5% | 6,309 | +13.2% | 0.05% | -56.6% |
| Q2 2019 | $260,000 | +19.8% | 5,574 | +22.6% | 0.11% | +41.2% |
| Q1 2017 | $217,000 | +0.9% | 4,545 | +0.2% | 0.08% | +31.1% |
| Q4 2016 | $215,000 | – | 4,536 | – | 0.06% | – |
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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% |