ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 484 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $403,640 | -8.3% | 9,738 | -7.8% | 0.01% | -22.2% |
| Q1 2023 | $440,050 | -84.9% | 10,558 | -85.5% | 0.02% | -89.3% |
| Q3 2022 | $2,909,000 | +97.6% | 72,838 | +100.7% | 0.17% | +100.0% |
| Q2 2022 | $1,472,000 | -5.5% | 36,296 | +2.5% | 0.08% | +9.1% |
| Q1 2022 | $1,557,000 | +5.5% | 35,419 | +8.7% | 0.08% | +8.5% |
| Q4 2021 | $1,476,000 | +136.2% | 32,581 | +138.2% | 0.07% | +102.9% |
| Q3 2021 | $625,000 | – | 13,679 | – | 0.04% | – |
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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% |