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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $11,772 | -0.5% | 284 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $11,837 | +1.9% | 284 | 0.0% | 0.01% | +16.7% |
| Q4 2022 | $11,613 | -53.5% | 284 | -53.9% | 0.01% | -53.8% |
| Q3 2022 | $25,000 | -16.7% | 616 | -17.5% | 0.01% | 0.0% |
| Q2 2022 | $30,000 | -9.1% | 747 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $33,000 | -10.8% | 747 | -9.7% | 0.01% | -7.1% |
| Q4 2021 | $37,000 | -63.0% | 827 | -62.2% | 0.01% | -65.9% |
| Q3 2021 | $100,000 | -7.4% | 2,185 | -6.6% | 0.04% | -8.9% |
| Q2 2021 | $108,000 | -4.4% | 2,340 | -5.0% | 0.04% | -23.7% |
| Q1 2021 | $113,000 | -38.3% | 2,463 | -38.9% | 0.06% | -65.9% |
| Q4 2020 | $183,000 | – | 4,034 | – | 0.17% | – |
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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% |