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 2022 | $14,595,000 | -1.0% | 365,422 | +0.5% | 10.74% | +1.4% |
| Q2 2022 | $14,747,000 | -4.4% | 363,684 | +3.3% | 10.60% | +7.4% |
| Q1 2022 | $15,419,000 | +61.9% | 352,028 | +67.2% | 9.87% | +41.5% |
| Q4 2021 | $9,526,000 | +8.8% | 210,559 | +9.1% | 6.97% | -1.5% |
| Q3 2021 | $8,753,000 | +3.0% | 192,924 | +4.0% | 7.08% | +2.7% |
| Q2 2021 | $8,498,000 | +6.1% | 185,499 | +6.2% | 6.89% | +0.8% |
| Q1 2021 | $8,007,000 | +7.8% | 174,749 | +6.9% | 6.83% | -3.9% |
| Q4 2020 | $7,427,000 | – | 163,451 | – | 7.11% | – |
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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% |