ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 398 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $581,231 | -10.4% | 14,166 | -9.4% | 0.00% | 0.0% |
| Q2 2023 | $648,402 | +14.6% | 15,643 | +15.3% | 0.00% | +100.0% |
| Q1 2023 | $565,639 | +10320.8% | 13,571 | -89.8% | 0.00% | -92.9% |
| Q4 2022 | $5,428 | -99.4% | 132,756 | +454.2% | 0.01% | +366.7% |
| Q3 2022 | $957,000 | -39.8% | 23,953 | -38.9% | 0.00% | -25.0% |
| Q2 2022 | $1,589,000 | +151.4% | 39,175 | +172.5% | 0.00% | +100.0% |
| Q1 2022 | $632,000 | +202.4% | 14,374 | +211.4% | 0.00% | – |
| Q4 2021 | $209,000 | -25.9% | 4,616 | -25.0% | 0.00% | -100.0% |
| Q1 2021 | $282,000 | -84.4% | 6,155 | -84.5% | 0.00% | -80.0% |
| Q4 2020 | $1,809,000 | +24.6% | 39,806 | +20.5% | 0.01% | 0.0% |
| Q3 2020 | $1,452,000 | +20.4% | 33,041 | +17.5% | 0.01% | 0.0% |
| Q2 2020 | $1,206,000 | -0.7% | 28,128 | -5.3% | 0.01% | -16.7% |
| Q1 2020 | $1,214,000 | +483.7% | 29,697 | +567.6% | 0.01% | +500.0% |
| Q2 2019 | $208,000 | – | 4,448 | – | 0.00% | – |
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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% |