ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 375 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $153,452 | -1.3% | 3,740 | -0.3% | 0.06% | -1.5% |
| Q2 2023 | $155,438 | +117656.1% | 3,750 | +18.2% | 0.06% | +8.3% |
| Q1 2023 | $132 | +2.3% | 3,173 | +0.2% | 0.06% | -4.8% |
| Q4 2022 | $129 | -99.4% | 3,167 | +538.5% | 0.06% | +293.8% |
| Q3 2022 | $20,000 | -91.6% | 496 | -91.5% | 0.02% | -83.8% |
| Q2 2022 | $238,000 | -7.0% | 5,869 | +0.8% | 0.10% | 0.0% |
| Q1 2022 | $256,000 | -19.2% | 5,825 | -16.9% | 0.10% | -28.3% |
| Q4 2021 | $317,000 | -10.2% | 7,008 | -9.3% | 0.14% | -14.8% |
| Q3 2021 | $353,000 | -18.1% | 7,730 | -17.5% | 0.16% | -21.7% |
| Q2 2021 | $431,000 | +3.6% | 9,366 | +3.0% | 0.21% | +9.5% |
| Q1 2021 | $416,000 | +3.7% | 9,091 | +2.8% | 0.19% | +2.7% |
| Q4 2020 | $401,000 | +3.9% | 8,844 | +0.8% | 0.18% | -15.2% |
| Q3 2020 | $386,000 | +2.4% | 8,774 | -0.1% | 0.22% | -7.3% |
| Q2 2020 | $377,000 | -7.1% | 8,781 | +0.4% | 0.23% | -11.4% |
| Q4 2019 | $406,000 | – | 8,750 | – | 0.26% | – |
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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% |