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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $254,004 | +5.0% | 6,212 | +1.5% | 0.00% | 0.0% |
| Q3 2022 | $242,000 | -14.2% | 6,123 | -12.0% | 0.00% | 0.0% |
| Q2 2022 | $282,000 | -7.8% | 6,958 | -0.2% | 0.00% | 0.0% |
| Q1 2022 | $306,000 | +30.2% | 6,972 | +35.0% | 0.00% | +50.0% |
| Q4 2021 | $235,000 | +422.2% | 5,164 | +394.6% | 0.00% | +100.0% |
| Q2 2020 | $45,000 | -96.7% | 1,044 | -96.9% | 0.00% | -94.7% |
| Q1 2020 | $1,350,000 | +120.2% | 33,153 | +151.2% | 0.02% | +137.5% |
| Q4 2019 | $613,000 | +2454.2% | 13,198 | +2438.1% | 0.01% | – |
| Q3 2019 | $24,000 | +140.0% | 520 | +141.9% | 0.00% | – |
| Q1 2017 | $10,000 | – | 215 | – | 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% |