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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $4,338,820 | +2.8% | 104,676 | +3.4% | 1.41% | -1.7% |
| Q1 2023 | $4,220,017 | +13.8% | 101,248 | +11.7% | 1.43% | +5.7% |
| Q4 2022 | $3,706,679 | -5.5% | 90,650 | -7.7% | 1.36% | -11.1% |
| Q3 2022 | $3,924,000 | -4.8% | 98,257 | -3.4% | 1.52% | +0.1% |
| Q2 2022 | $4,124,000 | -9.4% | 101,694 | -1.8% | 1.52% | +2.9% |
| Q1 2022 | $4,553,000 | -0.4% | 103,580 | +2.7% | 1.48% | +4.5% |
| Q4 2021 | $4,569,000 | -2.9% | 100,864 | -2.1% | 1.42% | -7.3% |
| Q3 2021 | $4,707,000 | +2.7% | 102,999 | +3.5% | 1.53% | +0.3% |
| Q2 2021 | $4,584,000 | +0.4% | 99,521 | -0.2% | 1.52% | -11.6% |
| Q1 2021 | $4,568,000 | +18.1% | 99,720 | +17.1% | 1.72% | +13.1% |
| Q4 2020 | $3,869,000 | +9.3% | 85,139 | +5.7% | 1.52% | +0.3% |
| Q3 2020 | $3,541,000 | +8.1% | 80,571 | +5.5% | 1.52% | +1.6% |
| Q2 2020 | $3,276,000 | +5.3% | 76,386 | +0.4% | 1.50% | -9.8% |
| Q1 2020 | $3,110,000 | -1.3% | 76,089 | +12.1% | 1.66% | +18.0% |
| Q4 2019 | $3,151,000 | +1.8% | 67,875 | +2.0% | 1.40% | -5.5% |
| Q3 2019 | $3,094,000 | +6.4% | 66,544 | +6.9% | 1.49% | +4.4% |
| Q2 2019 | $2,907,000 | -11.1% | 62,252 | -11.1% | 1.42% | -17.8% |
| Q1 2019 | $3,269,000 | -23.0% | 69,989 | -13.9% | 1.73% | -31.6% |
| Q4 2018 | $4,246,000 | +31.6% | 81,251 | +18.6% | 2.54% | +44.0% |
| Q3 2018 | $3,227,000 | +1.1% | 68,533 | +0.1% | 1.76% | -4.8% |
| Q2 2018 | $3,192,000 | +1.4% | 68,471 | +1.8% | 1.85% | +25.3% |
| Q1 2018 | $3,148,000 | +19.7% | 67,281 | +20.6% | 1.48% | +13.2% |
| Q4 2017 | $2,631,000 | – | 55,777 | – | 1.30% | – |
Download | ||||||
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% |