ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 456 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $875 | -6.9% | 21,328 | -5.9% | 0.14% | +15.8% |
| Q2 2023 | $940 | -6.4% | 22,677 | -5.9% | 0.12% | -34.4% |
| Q1 2023 | $1,004 | -89.5% | 24,099 | -89.7% | 0.18% | -91.6% |
| Q4 2022 | $9,575 | -99.0% | 234,168 | -74.5% | 2.17% | +929.9% |
| Q3 2022 | $917,000 | +8.0% | 917,588 | +4283.0% | 0.21% | +62.3% |
| Q2 2022 | $849,000 | +4616.7% | 20,935 | -97.4% | 0.13% | +66.7% |
| Q1 2022 | $18,000 | -97.8% | 806,095 | +4302.5% | 0.08% | -29.1% |
| Q4 2021 | $818,000 | +23.2% | 18,310 | +26.0% | 0.11% | +20.9% |
| Q3 2021 | $664,000 | -90.3% | 14,536 | -90.3% | 0.09% | -91.6% |
| Q4 2020 | $6,826,000 | – | 150,227 | – | 1.09% | – |
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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% |