ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 444 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,551,667 | +1.7% | 36,769 | +2.6% | 0.05% | -2.1% |
| Q1 2024 | $1,525,532 | -6.1% | 35,853 | -6.9% | 0.05% | -14.3% |
| Q4 2023 | $1,625,398 | +21.9% | 38,498 | +18.4% | 0.06% | -16.4% |
| Q3 2023 | $1,333,632 | -3.4% | 32,504 | -2.4% | 0.07% | 0.0% |
| Q2 2023 | $1,380,224 | +54.6% | 33,299 | +55.5% | 0.07% | +21.8% |
| Q1 2023 | $892,552 | +156.5% | 21,414 | +151.7% | 0.06% | +120.0% |
| Q4 2022 | $347,933 | +23.4% | 8,509 | +20.6% | 0.02% | +8.7% |
| Q3 2022 | $282,000 | -55.8% | 7,056 | +51.9% | 0.02% | -52.1% |
| Q4 2021 | $638,000 | – | 4,646 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| KilterHowling LLC | 351,588 | $14,042,424 | 16.86% |
| Divergent Planning, LLC | 365,422 | $14,595,000 | 10.74% |
| Thrive Capital Management, LLC | 234,851 | $9,380,000 | 6.35% |
| Sound Income Strategies, LLC | 1,027,480 | $41,038,000 | 5.97% |
| F3Logic, LLC | 707,024 | $28,268,000 | 5.90% |
| Matthew Goff Investment Advisor, LLC | 498,100 | $19,894,000 | 5.69% |
| Legacy Financial Group LLC | 410,927 | $16,412,000 | 5.48% |
| Regal Wealth Group, Inc. | 173,107 | $6,968,000 | 5.38% |
| FINANCIAL ADVISORY PARTNERS, LLC | 308,628 | $12,326,602 | 5.36% |
| HNP Capital LLC | 434,921 | $17,371,000 | 5.01% |