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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $454,939 | +2.0% | 10,976 | +2.5% | 0.02% | -4.0% |
| Q1 2023 | $446,168 | -15.6% | 10,705 | -17.2% | 0.02% | -24.2% |
| Q4 2022 | $528,482 | +128.8% | 12,924 | +123.4% | 0.03% | +83.3% |
| Q3 2022 | $231,000 | -21.7% | 5,785 | -10.9% | 0.02% | -28.0% |
| Q4 2020 | $295,000 | +26.6% | 6,491 | +22.5% | 0.02% | +8.7% |
| Q3 2020 | $233,000 | +11550.0% | 5,297 | +13482.1% | 0.02% | +2200.0% |
| Q1 2018 | $2,000 | 0.0% | 39 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $2,000 | +100.0% | 39 | +254.5% | 0.00% | 0.0% |
| Q4 2016 | $1,000 | – | 11 | – | 0.00% | – |
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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% |