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 2021 | $16,000 | 0.0% | 346 | +0.3% | 0.00% | 0.0% |
| Q2 2021 | $16,000 | 0.0% | 345 | +0.6% | 0.00% | 0.0% |
| Q1 2021 | $16,000 | 0.0% | 343 | +0.3% | 0.00% | -33.3% |
| Q4 2020 | $16,000 | +6.7% | 342 | +0.9% | 0.00% | 0.0% |
| Q3 2020 | $15,000 | -75.8% | 339 | -76.4% | 0.00% | -75.0% |
| Q2 2020 | $62,000 | +5.1% | 1,436 | -1.0% | 0.01% | -7.7% |
| Q1 2020 | $59,000 | +555.6% | 1,451 | +625.5% | 0.01% | +550.0% |
| Q4 2019 | $9,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $9,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $9,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $9,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $9,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $9,000 | -18.2% | 200 | -11.5% | 0.00% | -33.3% |
| Q2 2018 | $11,000 | +22.2% | 226 | +13.0% | 0.00% | 0.0% |
| Q1 2018 | $9,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $9,000 | -10.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $10,000 | 0.0% | 200 | 0.0% | 0.00% | -25.0% |
| Q2 2017 | $10,000 | 0.0% | 200 | 0.0% | 0.00% | -20.0% |
| Q1 2017 | $10,000 | 0.0% | 200 | 0.0% | 0.01% | -16.7% |
| Q4 2016 | $10,000 | +11.1% | 200 | 0.0% | 0.01% | +50.0% |
| Q3 2016 | $9,000 | -64.0% | 200 | -63.3% | 0.00% | -66.7% |
| Q2 2016 | $25,000 | – | 545 | – | 0.01% | – |
Download | ||||||
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% |