ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 486 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $507 | +3.7% | 12,356 | +4.7% | 0.38% | +7.0% |
| Q2 2023 | $489 | +20.1% | 11,797 | +20.9% | 0.36% | +13.2% |
| Q1 2023 | $407 | -7.3% | 9,754 | -9.1% | 0.32% | -16.8% |
| Q4 2022 | $439 | -99.9% | 10,727 | +9.0% | 0.38% | +0.3% |
| Q3 2022 | $393,000 | +2.9% | 9,842 | +4.4% | 0.38% | +1.9% |
| Q2 2022 | $382,000 | -3.8% | 9,427 | +4.4% | 0.37% | +4.5% |
| Q1 2022 | $397,000 | -34.6% | 9,029 | -32.6% | 0.36% | -30.9% |
| Q4 2021 | $607,000 | +3.1% | 13,400 | +4.0% | 0.52% | -5.1% |
| Q3 2021 | $589,000 | +4.4% | 12,879 | +5.3% | 0.54% | +0.6% |
| Q2 2021 | $564,000 | – | 12,236 | – | 0.54% | – |
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% |