ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 495 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $207,611 | -7.2% | 4,949 | -6.7% | 0.12% | -12.9% |
| Q1 2024 | $223,754 | -47.8% | 5,306 | -47.7% | 0.13% | -56.3% |
| Q4 2023 | $428,660 | -59.7% | 10,153 | -60.4% | 0.30% | -64.5% |
| Q2 2023 | $1,063,814 | -75.7% | 25,665 | -76.0% | 0.85% | -73.6% |
| Q4 2022 | $4,381,650 | +6.2% | 107,157 | +13.8% | 3.21% | +40.4% |
| Q1 2022 | $4,124,000 | – | 94,164 | – | 2.29% | – |
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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% |