ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 456 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $227,488 | -10.3% | 5,544 | -9.3% | 0.06% | -6.0% |
| Q2 2023 | $253,713 | -23.9% | 6,111 | -23.6% | 0.07% | -31.6% |
| Q1 2023 | $333,389 | -79.6% | 7,999 | -80.0% | 0.10% | -81.4% |
| Q4 2022 | $1,635,274 | +185.9% | 39,992 | +216.8% | 0.53% | +235.0% |
| Q4 2021 | $572,000 | -40.6% | 12,622 | -40.1% | 0.16% | -45.5% |
| Q3 2021 | $963,000 | -24.5% | 21,082 | -23.9% | 0.29% | -17.2% |
| Q2 2021 | $1,275,000 | -30.4% | 27,688 | -30.8% | 0.35% | -9.1% |
| Q1 2021 | $1,832,000 | -54.3% | 39,996 | -54.7% | 0.38% | -57.2% |
| Q4 2020 | $4,008,000 | +16.6% | 88,195 | +12.8% | 0.90% | +1.6% |
| Q3 2020 | $3,438,000 | +19.3% | 78,216 | +16.4% | 0.88% | +28.4% |
| Q2 2020 | $2,881,000 | +55.1% | 67,177 | +47.8% | 0.69% | +25.6% |
| Q1 2020 | $1,857,000 | – | 45,449 | – | 0.55% | – |
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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% |