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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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% |