ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 439 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $215,000 | -1.4% | 5,383 | 0.0% | 1.41% | -29.1% |
| Q2 2022 | $218,000 | -22.4% | 5,383 | -15.7% | 1.99% | +158.8% |
| Q1 2022 | $281,000 | -68.0% | 6,383 | -67.1% | 0.77% | -23.8% |
| Q4 2021 | $878,000 | -19.5% | 19,383 | -18.8% | 1.01% | -16.8% |
| Q3 2021 | $1,091,000 | +28.8% | 23,883 | +29.9% | 1.22% | +89.3% |
| Q2 2021 | $847,000 | -48.7% | 18,383 | -49.0% | 0.64% | -52.9% |
| Q1 2021 | $1,651,000 | -3.3% | 36,050 | -4.1% | 1.36% | -7.8% |
| Q4 2020 | $1,708,000 | – | 37,580 | – | 1.48% | – |
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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% |