ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 435 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $161,166 | -1.0% | 3,928 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $162,816 | -9.7% | 3,928 | -9.2% | 0.02% | -23.8% |
| Q1 2023 | $180,391 | +1.9% | 4,328 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $176,972 | +2.3% | 4,328 | 0.0% | 0.02% | -4.5% |
| Q3 2022 | $173,000 | -4.4% | 4,328 | -2.9% | 0.02% | 0.0% |
| Q2 2022 | $181,000 | -7.7% | 4,459 | 0.0% | 0.02% | +4.8% |
| Q1 2022 | $196,000 | -3.0% | 4,459 | 0.0% | 0.02% | -12.5% |
| Q4 2021 | $202,000 | -1.0% | 4,459 | 0.0% | 0.02% | -7.7% |
| Q3 2021 | $204,000 | -0.5% | 4,459 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $205,000 | 0.0% | 4,459 | -0.4% | 0.03% | -10.3% |
| Q1 2021 | $205,000 | +1.0% | 4,478 | 0.0% | 0.03% | -3.3% |
| Q4 2020 | $203,000 | +3.0% | 4,478 | 0.0% | 0.03% | -18.9% |
| Q3 2020 | $197,000 | +12.6% | 4,478 | +9.9% | 0.04% | +5.7% |
| Q2 2020 | $175,000 | -26.8% | 4,073 | -30.4% | 0.04% | -39.7% |
| Q1 2020 | $239,000 | – | 5,851 | – | 0.06% | – |
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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% |