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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $21,373,000 | -32.0% | 527,077 | -26.3% | 3.94% | -26.4% |
| Q1 2022 | $31,451,000 | -0.2% | 715,443 | +2.8% | 5.35% | -2.2% |
| Q4 2021 | $31,520,000 | -2.3% | 695,809 | -1.5% | 5.47% | -6.5% |
| Q3 2021 | $32,271,000 | +3.4% | 706,160 | +4.2% | 5.85% | -2.6% |
| Q2 2021 | $31,224,000 | -3.9% | 677,898 | -4.5% | 6.01% | -6.6% |
| Q1 2021 | $32,505,000 | +12.5% | 709,555 | +11.6% | 6.43% | +3.6% |
| Q4 2020 | $28,884,000 | +11.2% | 635,649 | +7.6% | 6.21% | -3.8% |
| Q3 2020 | $25,969,000 | +8.4% | 590,866 | +5.8% | 6.45% | -7.9% |
| Q2 2020 | $23,958,000 | – | 558,589 | – | 7.00% | – |
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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% |