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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $208,000 | -2.3% | 4,741 | +0.8% | 0.02% | -3.8% |
| Q4 2021 | $213,000 | -29.2% | 4,705 | -28.5% | 0.03% | -35.0% |
| Q3 2021 | $301,000 | +0.3% | 6,578 | +1.1% | 0.04% | -39.4% |
| Q2 2021 | $300,000 | -5.4% | 6,504 | -6.0% | 0.07% | -14.3% |
| Q1 2021 | $317,000 | +1.6% | 6,921 | +0.8% | 0.08% | -4.9% |
| Q4 2020 | $312,000 | -15.2% | 6,864 | -18.1% | 0.08% | -29.6% |
| Q3 2020 | $368,000 | +3.7% | 8,384 | +1.3% | 0.12% | -6.5% |
| Q2 2020 | $355,000 | +6.3% | 8,277 | +1.4% | 0.12% | -14.6% |
| Q1 2020 | $334,000 | – | 8,163 | – | 0.14% | – |
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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% |