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 | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $5,776,928 | +0.1% | 135,768 | -0.7% | 1.51% | -4.0% |
| Q4 2023 | $5,769,743 | -20.6% | 136,659 | -22.8% | 1.57% | -22.9% |
| Q3 2023 | $7,265,510 | +10.4% | 177,078 | +11.5% | 2.04% | -1.9% |
| Q2 2023 | $6,580,934 | -53.6% | 158,768 | -53.4% | 2.08% | -42.9% |
| Q1 2023 | $14,190,456 | +365.2% | 340,462 | +356.4% | 3.64% | +358.2% |
| Q4 2022 | $3,050,558 | – | 74,604 | – | 0.80% | – |
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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% |