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 | $8,532,728 | +5.7% | 202,197 | +6.6% | 4.65% | +0.9% |
| Q1 2024 | $8,070,070 | +4.1% | 189,661 | +3.3% | 4.61% | -3.6% |
| Q4 2023 | $7,752,937 | +9.3% | 183,632 | +6.2% | 4.78% | -0.7% |
| Q3 2023 | $7,092,620 | +0.4% | 172,864 | +1.5% | 4.82% | +2.9% |
| Q2 2023 | $7,061,282 | +5.2% | 170,357 | +5.7% | 4.68% | -0.2% |
| Q1 2023 | $6,715,005 | +7.5% | 161,109 | +5.4% | 4.69% | +1.9% |
| Q4 2022 | $6,249,186 | +2.7% | 152,829 | +0.3% | 4.61% | -5.1% |
| Q3 2022 | $6,084,000 | +3.8% | 152,339 | +5.4% | 4.85% | +7.6% |
| Q2 2022 | $5,863,000 | -4.1% | 144,591 | +4.0% | 4.51% | +6.0% |
| Q1 2022 | $6,112,000 | +28.9% | 139,038 | +32.8% | 4.25% | +27.2% |
| Q4 2021 | $4,743,000 | – | 104,692 | – | 3.34% | – |
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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% |