ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 441 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $40,661 | -1.0% | 991 | 0.0% | 0.01% | -6.7% |
| Q2 2023 | $41,077 | -0.6% | 991 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $41,305 | +1.9% | 991 | 0.0% | 0.02% | -6.2% |
| Q4 2022 | $40,522 | -99.9% | 991 | 0.0% | 0.02% | -5.9% |
| Q3 2022 | $39,581,000 | +248.6% | 991 | +253.9% | 0.02% | +240.0% |
| Q2 2022 | $11,354,000 | -16.0% | 280 | -10.8% | 0.01% | 0.0% |
| Q1 2022 | $13,524,000 | -4.9% | 314 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $14,224,000 | -0.9% | 314 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $14,350,000 | -0.2% | 314 | 0.0% | 0.01% | -16.7% |
| Q1 2021 | $14,384,000 | +0.8% | 314 | 0.0% | 0.01% | -14.3% |
| Q4 2020 | $14,268,000 | +3.4% | 314 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $13,800,000 | +846.5% | 314 | +823.5% | 0.01% | +600.0% |
| Q2 2020 | $1,458,000 | – | 34 | – | 0.00% | – |
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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% |