ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 453 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $221,904 | -89.2% | 5,324 | -89.4% | 0.22% | -88.7% |
Q4 2022 | $2,057,857 | +176.6% | 50,327 | +170.3% | 1.92% | +159.2% |
Q3 2022 | $744,000 | +178.7% | 18,617 | +182.9% | 0.74% | +198.4% |
Q2 2022 | $267,000 | -63.8% | 6,581 | -60.7% | 0.25% | -56.4% |
Q1 2022 | $737,000 | +46.8% | 16,761 | +51.1% | 0.57% | +53.0% |
Q4 2021 | $502,000 | +58.9% | 11,089 | +60.5% | 0.37% | +39.8% |
Q3 2021 | $316,000 | 0.0% | 6,911 | +0.9% | 0.27% | -2.6% |
Q2 2021 | $316,000 | +13.7% | 6,851 | +12.7% | 0.27% | +2.2% |
Q1 2021 | $278,000 | 0.0% | 6,077 | -0.7% | 0.27% | -3.6% |
Q4 2020 | $278,000 | – | 6,117 | – | 0.28% | – |
Download |
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% |