ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 486 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,570 | -67.0% | 87 | -66.7% | 0.00% | – |
| Q2 2023 | $10,818 | -0.6% | 261 | 0.0% | 0.00% | – |
| Q1 2023 | $10,878 | -16.9% | 261 | -18.4% | 0.00% | – |
| Q4 2022 | $13,085 | +161.7% | 320 | +150.0% | 0.00% | – |
| Q3 2022 | $5,000 | -50.0% | 128 | -45.8% | 0.00% | – |
| Q2 2022 | $10,000 | 0.0% | 236 | 0.0% | 0.00% | – |
| Q1 2022 | $10,000 | -9.1% | 236 | 0.0% | 0.00% | – |
| Q4 2021 | $11,000 | 0.0% | 236 | 0.0% | 0.00% | – |
| Q3 2021 | $11,000 | -85.5% | 236 | -85.8% | 0.00% | -100.0% |
| Q2 2021 | $76,000 | 0.0% | 1,657 | 0.0% | 0.00% | -33.3% |
| Q1 2021 | $76,000 | -10.6% | 1,657 | -11.6% | 0.00% | -25.0% |
| Q4 2020 | $85,000 | +750.0% | 1,875 | +694.5% | 0.00% | +300.0% |
| Q3 2020 | $10,000 | -80.4% | 236 | -80.4% | 0.00% | -66.7% |
| Q2 2020 | $51,000 | -20.3% | 1,204 | -23.7% | 0.00% | -50.0% |
| Q1 2020 | $64,000 | -48.8% | 1,577 | -41.5% | 0.01% | -33.3% |
| Q4 2019 | $125,000 | +56.2% | 2,696 | +56.5% | 0.01% | +125.0% |
| Q3 2019 | $80,000 | – | 1,723 | – | 0.00% | – |
Download | ||||||
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% |