ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 291 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $275,435 | -0.6% | 6,645 | 0.0% | 0.06% | -6.3% |
| Q1 2023 | $276,964 | +1.9% | 6,645 | -2.4% | 0.06% | -20.3% |
| Q4 2022 | $271,912 | -0.0% | 6,808 | 0.0% | 0.08% | 0.0% |
| Q3 2022 | $272,000 | -8.4% | 6,808 | -6.9% | 0.08% | -2.5% |
| Q2 2022 | $297,000 | -7.8% | 7,313 | -0.1% | 0.08% | +6.6% |
| Q1 2022 | $322,000 | -3.0% | 7,319 | 0.0% | 0.08% | +2.7% |
| Q4 2021 | $332,000 | -38.5% | 7,319 | -38.0% | 0.07% | -43.1% |
| Q3 2021 | $540,000 | -0.4% | 11,809 | +0.4% | 0.13% | +0.8% |
| Q2 2021 | $542,000 | -4.9% | 11,758 | -5.5% | 0.13% | -12.2% |
| Q1 2021 | $570,000 | +1.2% | 12,436 | +0.4% | 0.15% | -4.5% |
| Q4 2020 | $563,000 | +8.7% | 12,392 | +4.8% | 0.15% | +1.3% |
| Q3 2020 | $518,000 | +2.4% | 11,825 | +0.4% | 0.15% | -2.6% |
| Q2 2020 | $506,000 | +5.2% | 11,782 | 0.0% | 0.16% | +4.0% |
| Q1 2020 | $481,000 | +105.6% | 11,782 | +133.1% | 0.15% | +114.3% |
| Q4 2019 | $234,000 | -0.4% | 5,055 | 0.0% | 0.07% | -11.4% |
| Q3 2019 | $235,000 | -1.7% | 5,055 | -1.3% | 0.08% | -10.2% |
| Q2 2019 | $239,000 | +1.3% | 5,119 | +1.3% | 0.09% | -15.4% |
| Q1 2019 | $236,000 | -2.1% | 5,054 | -6.6% | 0.10% | -25.2% |
| Q4 2018 | $241,000 | – | 5,410 | – | 0.14% | – |
Download | ||||||
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% |