ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 403 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,427,909 | -33.0% | 59,174 | -32.3% | 0.57% | -31.7% |
| Q2 2023 | $3,621,984 | -0.7% | 87,382 | -0.1% | 0.84% | -5.2% |
| Q1 2023 | $3,647,125 | -66.4% | 87,503 | -67.0% | 0.89% | -66.2% |
| Q4 2022 | $10,854,418 | +3219.4% | 265,454 | +3613.7% | 2.62% | +3750.0% |
| Q1 2021 | $327,000 | +27.2% | 7,148 | +22.2% | 0.07% | +11.5% |
| Q3 2020 | $257,000 | +23.6% | 5,848 | +20.3% | 0.06% | +17.3% |
| Q2 2020 | $208,000 | – | 4,860 | – | 0.05% | – |
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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% |