ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 456 filers reported holding ISHARES TR in Q3 2023. 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 ↓ |
|---|---|---|---|
| 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% |