ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 364 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $359,000 | -37.5% | 7,917 | -37.0% | 0.04% | -41.0% |
| Q3 2021 | $574,000 | -14.2% | 12,560 | -13.5% | 0.06% | -15.3% |
| Q2 2021 | $669,000 | +17.4% | 14,523 | +16.7% | 0.07% | +1.4% |
| Q1 2021 | $570,000 | -85.1% | 12,442 | -85.3% | 0.07% | -88.3% |
| Q4 2020 | $3,836,000 | -18.5% | 84,417 | -21.1% | 0.61% | -33.3% |
| Q3 2020 | $4,704,000 | +5.7% | 107,028 | +3.2% | 0.91% | -15.6% |
| Q2 2020 | $4,449,000 | +66.9% | 103,741 | +59.1% | 1.08% | +2.5% |
| Q1 2020 | $2,665,000 | – | 65,197 | – | 1.05% | – |
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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% |