ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 484 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,605,930 | -11.2% | 38,055 | -10.5% | 0.90% | -13.0% |
| Q1 2024 | $1,808,418 | +2.1% | 42,501 | +1.7% | 1.04% | -2.5% |
| Q4 2023 | $1,771,011 | +9.3% | 41,809 | +5.9% | 1.06% | -2.4% |
| Q3 2023 | $1,620,127 | -6.0% | 39,486 | -5.1% | 1.09% | -3.1% |
| Q2 2023 | $1,724,279 | +1.9% | 41,599 | +2.4% | 1.12% | -0.2% |
| Q1 2023 | $1,692,584 | -7.6% | 40,609 | -9.4% | 1.13% | -15.6% |
| Q4 2022 | $1,832,609 | – | 44,818 | – | 1.34% | – |
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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% |