ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 398 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $787,133 | +2.4% | 19,250 | 0.0% | 0.08% | +1.2% |
| Q3 2022 | $769,000 | -1.5% | 19,250 | 0.0% | 0.08% | +9.3% |
| Q2 2022 | $781,000 | -7.7% | 19,250 | 0.0% | 0.08% | +17.2% |
| Q1 2022 | $846,000 | -3.0% | 19,250 | 0.0% | 0.06% | +4.9% |
| Q4 2021 | $872,000 | -0.9% | 19,250 | 0.0% | 0.06% | -15.3% |
| Q3 2021 | $880,000 | +75.3% | 19,250 | +76.6% | 0.07% | +84.6% |
| Q2 2021 | $502,000 | -23.4% | 10,900 | -23.8% | 0.04% | -27.8% |
| Q1 2021 | $655,000 | +0.8% | 14,300 | 0.0% | 0.05% | -6.9% |
| Q4 2020 | $650,000 | -30.3% | 14,300 | -32.5% | 0.06% | -40.2% |
| Q3 2020 | $932,000 | -5.5% | 21,200 | -7.8% | 0.10% | -4.9% |
| Q2 2020 | $986,000 | +4.9% | 23,000 | 0.0% | 0.10% | -9.7% |
| Q1 2020 | $940,000 | -34.7% | 23,000 | -25.8% | 0.11% | -11.7% |
| Q4 2019 | $1,439,000 | +65.6% | 31,000 | +65.8% | 0.13% | +52.4% |
| Q3 2019 | $869,000 | – | 18,700 | – | 0.08% | – |
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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% |