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 | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $254,000 | -1.2% | 5,805 | 0.0% | 0.18% | -2.7% |
| Q2 2020 | $257,000 | +7.1% | 5,805 | 0.0% | 0.18% | -5.7% |
| Q1 2020 | $240,000 | -11.1% | 5,805 | 0.0% | 0.19% | 0.0% |
| Q4 2019 | $270,000 | +0.4% | 5,805 | -0.0% | 0.19% | -11.4% |
| Q3 2019 | $269,000 | -12.7% | 5,807 | -12.0% | 0.22% | -15.8% |
| Q2 2019 | $308,000 | -21.6% | 6,602 | -21.6% | 0.26% | -24.2% |
| Q1 2019 | $393,000 | -4.8% | 8,418 | -9.3% | 0.34% | -20.6% |
| Q4 2018 | $413,000 | – | 9,281 | – | 0.43% | – |
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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% |