ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 456 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $266,462 | -76.6% | 6,494 | -76.4% | 0.00% | -76.9% |
| Q2 2023 | $1,140,621 | -47.4% | 27,517 | -47.1% | 0.01% | -51.9% |
| Q1 2023 | $2,167,211 | -91.4% | 51,997 | -93.2% | 0.03% | -96.0% |
| Q4 2022 | $25,283,373 | +36.0% | 768,374 | +65.1% | 0.68% | +123.6% |
| Q3 2022 | $18,592,000 | +396.1% | 465,479 | +403.6% | 0.30% | +391.9% |
| Q2 2022 | $3,748,000 | +115.2% | 92,423 | +133.3% | 0.06% | +121.4% |
| Q1 2022 | $1,742,000 | +58.1% | 39,622 | +62.9% | 0.03% | +64.7% |
| Q4 2021 | $1,102,000 | +71.9% | 24,323 | +73.4% | 0.02% | +6.2% |
| Q3 2021 | $641,000 | -9.6% | 14,030 | -8.9% | 0.02% | -15.8% |
| Q2 2021 | $709,000 | +15.7% | 15,395 | +15.1% | 0.02% | +5.6% |
| Q1 2021 | $613,000 | -93.5% | 13,376 | -93.6% | 0.02% | -94.2% |
| Q4 2020 | $9,460,000 | +17.6% | 208,184 | +13.7% | 0.31% | +10.7% |
| Q3 2020 | $8,047,000 | +24.9% | 183,087 | +21.9% | 0.28% | +11.1% |
| Q2 2020 | $6,441,000 | +20.2% | 150,161 | +14.5% | 0.25% | -2.3% |
| Q1 2020 | $5,360,000 | +967.7% | 131,139 | +1111.2% | 0.26% | +1190.0% |
| Q4 2019 | $502,000 | – | 10,827 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Divergent Planning, LLC | 363,684 | $14,747,000 | 10.60% |
| KilterHowling LLC | 216,961 | $8,797,756 | 9.88% |
| Williams Financial, LLC | 208,856 | $8,469,000 | 6.89% |
| Thrive Capital Management, LLC | 232,513 | $9,428,000 | 6.53% |
| Sound Income Strategies, LLC | 1,045,901 | $42,411,000 | 5.66% |
| Matthew Goff Investment Advisor, LLC | 493,701 | $20,020,000 | 5.39% |
| Legacy Financial Group LLC | 418,144 | $16,956,000 | 5.35% |
| Regal Wealth Group, Inc. | 180,706 | $7,328,000 | 5.29% |
| FINANCIAL ADVISORY PARTNERS, LLC | 303,352 | $12,300,924 | 5.08% |
| SMITH CHAS P & ASSOCIATES PA CPAS | 1,646,689 | $66,773,000 | 4.81% |