ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 7 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,840,984 | +0.6% | 44,869 | +1.6% | 0.16% | 0.0% |
| Q2 2023 | $1,830,881 | +1.5% | 44,171 | +2.1% | 0.16% | -7.1% |
| Q1 2023 | $1,803,093 | +8.1% | 43,260 | +6.0% | 0.17% | -1.8% |
| Q4 2022 | $1,668,645 | -10.1% | 40,808 | -9.1% | 0.17% | +61.3% |
| Q3 2022 | $1,856,000 | +2.3% | 44,900 | +1.3% | 0.11% | +1.9% |
| Q2 2022 | $1,814,000 | -9.8% | 44,306 | -3.1% | 0.10% | +6.1% |
| Q1 2022 | $2,010,000 | – | 45,720 | – | 0.10% | – |
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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% |