ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 450 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,484,325 | -3.5% | 60,549 | -2.5% | 1.68% | -2.0% |
| Q2 2023 | $2,574,874 | +101513.0% | 62,120 | +2.2% | 1.72% | -3.5% |
| Q1 2023 | $2,534 | -61.6% | 60,794 | -62.3% | 1.78% | -61.2% |
| Q4 2022 | $6,597 | -99.7% | 161,344 | +183.2% | 4.59% | +189.8% |
| Q3 2022 | $2,275,000 | -3.4% | 56,962 | -1.9% | 1.58% | +2.3% |
| Q2 2022 | $2,354,000 | – | 58,047 | – | 1.55% | – |
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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% |