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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $535,000 | -15.9% | 11,779 | -18.6% | 0.07% | -28.7% |
| Q3 2020 | $636,000 | +43.9% | 14,465 | +40.3% | 0.09% | +32.4% |
| Q2 2020 | $442,000 | +89.7% | 10,313 | +80.6% | 0.07% | +57.8% |
| Q1 2020 | $233,000 | +2.2% | 5,711 | +199.2% | 0.04% | +60.7% |
| Q1 2019 | $228,000 | -14.0% | 1,909 | -68.2% | 0.03% | -50.9% |
| Q4 2018 | $265,000 | -70.6% | 5,999 | -86.0% | 0.06% | +418.2% |
| Q3 2018 | $900,000 | -29.6% | 42,876 | -27.7% | 0.01% | -21.4% |
| Q2 2018 | $1,278,000 | – | 59,274 | – | 0.01% | – |
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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% |