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 | $807,881 | -3.1% | 19,690 | -2.1% | 0.65% | -4.4% |
| Q2 2023 | $834,015 | +0.5% | 20,121 | +1.0% | 0.68% | -4.5% |
| Q1 2023 | $830,057 | +23.4% | 19,915 | +21.0% | 0.71% | +22.4% |
| Q4 2022 | $672,864 | +4.0% | 16,455 | +1.5% | 0.58% | +1.0% |
| Q3 2022 | $647,000 | -30.9% | 16,210 | -29.8% | 0.58% | -20.4% |
| Q2 2022 | $937,000 | +35.0% | 23,105 | +46.3% | 0.72% | +63.3% |
| Q1 2022 | $694,000 | -99.9% | 15,789 | -40.7% | 0.44% | -39.6% |
| Q4 2021 | $1,205,363,000 | +91284.6% | 26,608 | -7.8% | 0.73% | -15.7% |
| Q3 2021 | $1,319,000 | -6.4% | 28,859 | -5.6% | 0.87% | -15.1% |
| Q2 2021 | $1,409,000 | – | 30,584 | +305740.0% | 1.02% | – |
| Q4 2020 | $0 | – | 10 | 0.0% | 0.00% | – |
| Q3 2020 | $0 | – | 10 | – | 0.00% | – |
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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% |