ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 497 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $388,032 | +1.7% | 9,457 | +2.7% | 0.09% | +1.1% |
| Q2 2023 | $381,605 | -0.5% | 9,206 | +0.0% | 0.09% | -10.3% |
| Q1 2023 | $383,683 | +23.5% | 9,205 | +21.2% | 0.10% | -4.0% |
| Q4 2022 | $310,593 | -7.3% | 7,596 | -9.5% | 0.10% | -10.6% |
| Q3 2022 | $335,000 | +29.3% | 8,395 | +31.3% | 0.11% | +34.5% |
| Q2 2022 | $259,000 | -5.8% | 6,394 | +2.4% | 0.08% | +3.7% |
| Q1 2022 | $275,000 | -59.3% | 6,247 | -58.1% | 0.08% | -58.5% |
| Q4 2021 | $676,000 | +70.7% | 14,915 | +72.1% | 0.20% | +50.0% |
| Q3 2021 | $396,000 | +4.5% | 8,666 | +5.3% | 0.13% | +3.2% |
| Q2 2021 | $379,000 | +0.5% | 8,229 | +0.0% | 0.13% | -16.0% |
| Q1 2021 | $377,000 | – | 8,227 | – | 0.15% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| KilterHowling LLC | 351,588 | $14,042,424 | 16.86% |
| Divergent Planning, LLC | 365,422 | $14,595,000 | 10.74% |
| Thrive Capital Management, LLC | 234,851 | $9,380,000 | 6.35% |
| Sound Income Strategies, LLC | 1,027,480 | $41,038,000 | 5.97% |
| F3Logic, LLC | 707,024 | $28,268,000 | 5.90% |
| Matthew Goff Investment Advisor, LLC | 498,100 | $19,894,000 | 5.69% |
| Legacy Financial Group LLC | 410,927 | $16,412,000 | 5.48% |
| Regal Wealth Group, Inc. | 173,107 | $6,968,000 | 5.38% |
| FINANCIAL ADVISORY PARTNERS, LLC | 308,628 | $12,326,602 | 5.36% |
| HNP Capital LLC | 434,921 | $17,371,000 | 5.01% |