ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 439 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $214,557 | -36.6% | 5,339 | -34.6% | 0.10% | -32.4% |
| Q2 2023 | $338,232 | -10.0% | 8,160 | -9.8% | 0.15% | -12.4% |
| Q1 2023 | $375,986 | -82.5% | 9,049 | -82.4% | 0.17% | -82.7% |
| Q4 2022 | $2,151,436 | +534.6% | 51,544 | +505.1% | 0.98% | +465.9% |
| Q3 2022 | $339,000 | -25.3% | 8,518 | -21.8% | 0.17% | -20.3% |
| Q2 2022 | $454,000 | -6.6% | 10,894 | -3.6% | 0.22% | -0.9% |
| Q1 2022 | $486,000 | -31.5% | 11,300 | -28.2% | 0.22% | -26.5% |
| Q4 2021 | $710,000 | +0.3% | 15,728 | 0.0% | 0.30% | -2.0% |
| Q3 2021 | $708,000 | – | 15,728 | – | 0.30% | – |
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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% |