ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 7 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $332,015 | +0.2% | 8,092 | +1.2% | 0.30% | -2.3% |
| Q2 2023 | $331,433 | -4.3% | 7,996 | -5.6% | 0.31% | -0.6% |
| Q4 2022 | $346,312 | -88.2% | 8,469 | -86.9% | 0.31% | -81.2% |
| Q4 2020 | $2,947,000 | +15.7% | 64,853 | +11.9% | 1.64% | +12.7% |
| Q3 2020 | $2,547,000 | +7.4% | 57,974 | +4.9% | 1.45% | -26.8% |
| Q2 2020 | $2,371,000 | +16.5% | 55,273 | +11.0% | 1.98% | -5.3% |
| Q1 2020 | $2,036,000 | – | 49,815 | – | 2.10% | – |
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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% |