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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $2,316,000 | -1.8% | 51,120 | -0.9% | 0.64% | -7.3% |
| Q3 2021 | $2,358,000 | -3.0% | 51,588 | -2.3% | 0.70% | -2.9% |
| Q2 2021 | $2,432,000 | -21.1% | 52,801 | -21.5% | 0.72% | -25.7% |
| Q1 2021 | $3,081,000 | -63.2% | 67,246 | -63.5% | 0.96% | -65.3% |
| Q4 2020 | $8,364,000 | +3.3% | 184,061 | +0.5% | 2.78% | -6.1% |
| Q3 2020 | $8,096,000 | +43.6% | 183,118 | +40.6% | 2.96% | +32.4% |
| Q2 2020 | $5,639,000 | +2012.0% | 130,226 | +1854.8% | 2.24% | +1703.2% |
| Q1 2020 | $267,000 | – | 6,662 | – | 0.12% | – |
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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% |