ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 402 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,779,725 | -38.9% | 43,525 | -40.3% | 1.36% | -40.8% |
| Q3 2022 | $2,911,000 | -1.1% | 72,879 | +0.4% | 2.30% | +0.4% |
| Q2 2022 | $2,942,000 | -2.1% | 72,564 | +6.2% | 2.29% | +19.4% |
| Q1 2022 | $3,004,000 | -14.2% | 68,333 | -11.9% | 1.92% | -20.8% |
| Q4 2021 | $3,501,000 | +81.8% | 77,597 | +83.6% | 2.42% | +78.3% |
| Q3 2021 | $1,926,000 | -3.7% | 42,275 | -2.7% | 1.36% | -4.2% |
| Q2 2021 | $2,000,000 | – | 43,430 | – | 1.42% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| KilterHowling LLC | 351,588 | $14,042,424 | 16.86% |
| Divergent Planning, LLC | 365,422 | $14,595,000 | 10.74% |
| Thrive Capital Management, LLC | 234,851 | $9,380,000 | 6.35% |
| Sound Income Strategies, LLC | 1,027,480 | $41,038,000 | 5.97% |
| F3Logic, LLC | 707,024 | $28,268,000 | 5.90% |
| Matthew Goff Investment Advisor, LLC | 498,100 | $19,894,000 | 5.69% |
| Legacy Financial Group LLC | 410,927 | $16,412,000 | 5.48% |
| Regal Wealth Group, Inc. | 173,107 | $6,968,000 | 5.38% |
| FINANCIAL ADVISORY PARTNERS, LLC | 308,628 | $12,326,602 | 5.36% |
| HNP Capital LLC | 434,921 | $17,371,000 | 5.01% |