ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 450 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,553,983 | -6.9% | 61,616 | -6.4% | 0.18% | -6.8% |
| Q1 2023 | $2,743,794 | -18.5% | 65,830 | -20.1% | 0.19% | -39.3% |
| Q4 2022 | $3,367,119 | +62.0% | 82,346 | +58.2% | 0.31% | +78.9% |
| Q3 2022 | $2,079,000 | +16.7% | 52,062 | +18.5% | 0.18% | +22.4% |
| Q2 2022 | $1,781,000 | -19.0% | 43,923 | -12.2% | 0.14% | -3.4% |
| Q1 2022 | $2,199,000 | +26.2% | 50,022 | +30.0% | 0.15% | +11.3% |
| Q4 2021 | $1,743,000 | – | 38,477 | – | 0.13% | – |
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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% |