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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $421,468 | -10.9% | 10,112 | -12.6% | 0.16% | -17.7% |
| Q4 2022 | $473,138 | -78.6% | 11,571 | -79.1% | 0.19% | -78.2% |
| Q3 2022 | $2,210,000 | -2.1% | 55,328 | -0.7% | 0.88% | +1.5% |
| Q2 2022 | $2,258,000 | -9.0% | 55,693 | -1.3% | 0.87% | -1.1% |
| Q1 2022 | $2,482,000 | -5.0% | 56,451 | -2.2% | 0.88% | -1.9% |
| Q4 2021 | $2,614,000 | -6.1% | 57,701 | -5.3% | 0.89% | -12.3% |
| Q3 2021 | $2,783,000 | -6.4% | 60,903 | -5.6% | 1.02% | -7.4% |
| Q2 2021 | $2,972,000 | +41.3% | 64,533 | +40.5% | 1.10% | +40.7% |
| Q1 2021 | $2,103,000 | +117.3% | 45,915 | +115.6% | 0.78% | +113.1% |
| Q4 2020 | $968,000 | +12.0% | 21,295 | +8.3% | 0.37% | -1.1% |
| Q3 2020 | $864,000 | -44.5% | 19,664 | -41.4% | 0.37% | -46.5% |
| Q4 2019 | $1,558,000 | +5.6% | 33,548 | +5.8% | 0.69% | -22.1% |
| Q3 2019 | $1,475,000 | -0.9% | 31,721 | -0.4% | 0.89% | +2.4% |
| Q2 2019 | $1,488,000 | -21.1% | 31,853 | -21.1% | 0.87% | -22.4% |
| Q1 2019 | $1,887,000 | +5.1% | 40,389 | +0.2% | 1.12% | -17.6% |
| Q4 2018 | $1,795,000 | – | 40,293 | – | 1.36% | – |
Download | ||||||
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% |