ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 291 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $86,000 | +207.1% | 2,118 | +241.6% | 0.01% | +200.0% |
| Q4 2021 | $28,000 | +3.7% | 620 | +6.9% | 0.00% | 0.0% |
| Q3 2021 | $27,000 | +35.0% | 580 | +30.3% | 0.00% | +50.0% |
| Q2 2021 | $20,000 | +185.7% | 445 | +196.7% | 0.00% | +100.0% |
| Q1 2021 | $7,000 | +75.0% | 150 | +57.9% | 0.00% | 0.0% |
| Q4 2020 | $4,000 | 0.0% | 95 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $4,000 | 0.0% | 95 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $4,000 | -63.6% | 95 | -64.2% | 0.00% | -66.7% |
| Q1 2020 | $11,000 | -26.7% | 265 | -15.9% | 0.00% | -25.0% |
| Q4 2019 | $15,000 | -93.4% | 315 | -93.5% | 0.00% | -98.1% |
| Q4 2017 | $229,000 | -5.0% | 4,860 | -3.7% | 0.21% | -4.6% |
| Q3 2017 | $241,000 | -4.7% | 5,045 | -4.5% | 0.22% | +34.6% |
| Q2 2017 | $253,000 | -14.5% | 5,285 | -15.4% | 0.16% | -35.5% |
| Q4 2016 | $296,000 | – | 6,250 | – | 0.25% | – |
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% |