ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 497 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $45,576 | -27.9% | 1,080 | -29.9% | 0.04% | -36.9% |
| Q3 2023 | $63,187 | -4.1% | 1,540 | -3.1% | 0.06% | 0.0% |
| Q2 2023 | $65,906 | -26.8% | 1,590 | -27.8% | 0.06% | -5.8% |
| Q4 2022 | $89,999 | +1.1% | 2,201 | 0.0% | 0.07% | -9.2% |
| Q2 2022 | $89,000 | -16.0% | 2,201 | -5.9% | 0.08% | +22.6% |
| Q4 2021 | $106,000 | – | 2,338 | – | 0.06% | – |
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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% |