ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 398 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $237,201 | -60.5% | 5,691 | -61.3% | 0.05% | -40.7% |
Q4 2022 | $600,674 | +362.1% | 14,690 | +357.6% | 0.08% | +211.5% |
Q2 2022 | $130,000 | -18.8% | 3,210 | -11.9% | 0.03% | -7.1% |
Q1 2022 | $160,000 | -4.2% | 3,643 | -1.5% | 0.03% | 0.0% |
Q4 2021 | $167,000 | +12.1% | 3,697 | +13.2% | 0.03% | +7.7% |
Q3 2021 | $149,000 | +56.8% | 3,265 | +58.2% | 0.03% | +52.9% |
Q2 2021 | $95,000 | -37.5% | 2,064 | -37.9% | 0.02% | -51.4% |
Q1 2021 | $152,000 | -84.1% | 3,326 | -84.2% | 0.04% | -85.4% |
Q4 2020 | $958,000 | +0.3% | 21,072 | -3.0% | 0.24% | -22.8% |
Q3 2020 | $955,000 | +7.3% | 21,724 | +4.7% | 0.31% | -8.5% |
Q2 2020 | $890,000 | +50.1% | 20,756 | +43.1% | 0.34% | +25.5% |
Q1 2020 | $593,000 | +2595.5% | 14,507 | +2993.2% | 0.27% | +3287.5% |
Q4 2019 | $22,000 | +340.0% | 469 | +334.3% | 0.01% | +100.0% |
Q1 2018 | $5,000 | 0.0% | 108 | 0.0% | 0.00% | 0.0% |
Q4 2017 | $5,000 | – | 108 | – | 0.00% | – |
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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% |