ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 486 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $34,670 | -12.2% | 845 | -11.3% | 0.00% | 0.0% |
| Q2 2023 | $39,502 | +12.2% | 953 | +12.8% | 0.00% | 0.0% |
| Q1 2023 | $35,220 | +29.1% | 845 | +26.7% | 0.00% | 0.0% |
| Q4 2022 | $27,274 | -33.5% | 667 | -34.3% | 0.00% | -50.0% |
| Q3 2022 | $41,000 | 0.0% | 1,015 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $41,000 | -8.9% | 1,015 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $45,000 | -58.3% | 1,015 | -57.4% | 0.00% | -50.0% |
| Q4 2021 | $108,000 | -0.9% | 2,380 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $109,000 | -11.4% | 2,380 | -11.2% | 0.00% | -20.0% |
| Q2 2021 | $123,000 | 0.0% | 2,680 | 0.0% | 0.01% | -16.7% |
| Q1 2021 | $123,000 | +13.9% | 2,680 | +12.6% | 0.01% | 0.0% |
| Q4 2020 | $108,000 | -45.5% | 2,380 | -47.1% | 0.01% | -50.0% |
| Q3 2020 | $198,000 | +2.6% | 4,500 | 0.0% | 0.01% | -7.7% |
| Q2 2020 | $193,000 | +4.9% | 4,500 | -0.3% | 0.01% | -13.3% |
| Q1 2020 | $184,000 | -12.0% | 4,514 | +0.3% | 0.02% | -6.2% |
| Q4 2019 | $209,000 | 0.0% | 4,500 | 0.0% | 0.02% | -11.1% |
| Q3 2019 | $209,000 | – | 4,500 | – | 0.02% | – |
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% |