ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 477 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $235,492 | -10.3% | 5,650 | -11.9% | 0.07% | -19.3% |
| Q4 2022 | $262,630 | -55.0% | 6,415 | -56.2% | 0.09% | -56.4% |
| Q3 2022 | $583,000 | -11.5% | 14,640 | -9.9% | 0.20% | -6.0% |
| Q2 2022 | $659,000 | -7.7% | 16,240 | 0.0% | 0.22% | +10.3% |
| Q1 2022 | $714,000 | -15.0% | 16,240 | -12.4% | 0.20% | -5.8% |
| Q4 2021 | $840,000 | -12.5% | 18,540 | -11.8% | 0.21% | -18.2% |
| Q3 2021 | $960,000 | +26.1% | 21,015 | +27.2% | 0.25% | +24.0% |
| Q2 2021 | $761,000 | +109.6% | 16,520 | +108.6% | 0.20% | +90.7% |
| Q1 2021 | $363,000 | – | 7,920 | – | 0.11% | – |
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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% |