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 | $414,488 | +0.6% | 9,822 | +1.4% | 0.19% | -2.1% |
| Q1 2024 | $412,181 | +7.3% | 9,687 | +6.5% | 0.19% | -0.5% |
| Q4 2023 | $384,075 | +2.9% | 9,097 | 0.0% | 0.20% | -6.7% |
| Q3 2023 | $373,249 | +0.9% | 9,097 | +2.0% | 0.21% | -11.4% |
| Q2 2023 | $369,816 | -0.6% | 8,922 | 0.0% | 0.24% | -3.3% |
| Q1 2023 | $371,868 | +3.6% | 8,922 | +1.7% | 0.24% | +0.4% |
| Q4 2022 | $359,000 | -16.3% | 8,772 | -18.3% | 0.24% | -30.2% |
| Q3 2022 | $429,000 | +2.1% | 10,737 | +3.6% | 0.35% | -1.4% |
| Q2 2022 | $420,000 | -7.9% | 10,367 | 0.0% | 0.35% | +6.0% |
| Q1 2022 | $456,000 | -3.0% | 10,367 | +0.0% | 0.33% | -3.8% |
| Q4 2021 | $470,000 | – | 10,364 | – | 0.35% | – |
Download | ||||||
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% |