ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 453 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,353,771 | +3.5% | 349,836 | +4.5% | 5.79% | +8.4% |
| Q2 2023 | $13,871,491 | +5.6% | 334,656 | +6.1% | 5.34% | +2.6% |
| Q1 2023 | $13,141,120 | +3.1% | 315,286 | +1.2% | 5.20% | -0.9% |
| Q4 2022 | $12,742,714 | +3.4% | 311,634 | +1.0% | 5.25% | -2.1% |
| Q3 2022 | $12,326,602 | +0.2% | 308,628 | +1.7% | 5.36% | +5.7% |
| Q2 2022 | $12,300,924 | -5.2% | 303,352 | +2.8% | 5.08% | +5.9% |
| Q1 2022 | $12,974,838 | +5.2% | 295,151 | +8.4% | 4.80% | +6.6% |
| Q4 2021 | $12,330,977 | – | 272,207 | – | 4.50% | – |
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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% |