ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 398 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $261,062 | -43.6% | 6,363 | -43.0% | 0.06% | -41.8% |
| Q2 2023 | $463,000 | -79.1% | 11,158 | -79.0% | 0.11% | -80.0% |
| Q1 2023 | $2,212,000 | -69.4% | 53,060 | -70.0% | 0.55% | -71.0% |
| Q4 2022 | $7,238,000 | +2966.9% | 177,018 | +2901.3% | 1.89% | +2726.9% |
| Q3 2022 | $236,000 | +5.8% | 5,898 | +7.2% | 0.07% | +9.8% |
| Q2 2022 | $223,000 | -60.2% | 5,500 | -55.0% | 0.06% | -65.3% |
| Q1 2021 | $560,000 | -88.1% | 12,218 | -88.2% | 0.18% | -89.2% |
| Q4 2020 | $4,723,000 | +32.0% | 103,933 | +27.6% | 1.63% | +17.2% |
| Q3 2020 | $3,579,000 | +37.2% | 81,440 | +33.9% | 1.39% | +21.3% |
| Q2 2020 | $2,609,000 | +63.7% | 60,826 | +56.0% | 1.14% | +36.5% |
| Q1 2020 | $1,594,000 | – | 38,994 | – | 0.84% | – |
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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% |