ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 375 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $269,000 | +59.2% | 5,929 | +54.4% | 0.08% | +39.3% |
| Q3 2020 | $169,000 | -28.7% | 3,840 | -30.5% | 0.06% | -8.2% |
| Q2 2020 | $237,000 | +347.2% | 5,526 | +323.8% | 0.06% | +165.2% |
| Q1 2020 | $53,000 | +39.5% | 1,304 | +61.0% | 0.02% | +76.9% |
| Q3 2019 | $38,000 | +72.7% | 810 | +67.0% | 0.01% | +85.7% |
| Q2 2019 | $22,000 | -4.3% | 485 | 0.0% | 0.01% | -12.5% |
| Q1 2019 | $23,000 | – | 485 | – | 0.01% | – |
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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% |