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 | $774,839 | -0.4% | 18,361 | +0.5% | 0.19% | +1.6% |
| Q1 2024 | $777,709 | +0.9% | 18,278 | +0.1% | 0.19% | -4.1% |
| Q4 2023 | $770,804 | +3.5% | 18,257 | +0.6% | 0.19% | -31.4% |
| Q3 2023 | $744,574 | -5.3% | 18,147 | -4.3% | 0.28% | -0.4% |
| Q2 2023 | $786,133 | -0.4% | 18,966 | +0.2% | 0.28% | -6.3% |
| Q1 2023 | $789,118 | +3.3% | 18,933 | +1.4% | 0.30% | -3.2% |
| Q4 2022 | $763,726 | +2.0% | 18,678 | -0.4% | 0.31% | -7.7% |
| Q3 2022 | $749,000 | -2.1% | 18,748 | -0.6% | 0.34% | -1.7% |
| Q2 2022 | $765,000 | -7.6% | 18,854 | +0.1% | 0.34% | +2.7% |
| Q1 2022 | $828,000 | -11.7% | 18,833 | -9.0% | 0.34% | -19.2% |
| Q4 2021 | $938,000 | +1.0% | 20,704 | +1.9% | 0.42% | -39.4% |
| Q3 2021 | $929,000 | -4.8% | 20,323 | -4.1% | 0.69% | -3.5% |
| Q2 2021 | $976,000 | -0.5% | 21,198 | -1.0% | 0.71% | -8.7% |
| Q1 2021 | $981,000 | -0.7% | 21,407 | -1.6% | 0.78% | -13.8% |
| Q4 2020 | $988,000 | – | 21,763 | – | 0.90% | – |
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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% |