ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 375 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $479,000 | -8.4% | 10,450 | -9.1% | 0.00% | 0.0% |
| Q4 2020 | $523,000 | +3.4% | 11,502 | +0.1% | 0.00% | 0.0% |
| Q3 2020 | $506,000 | +24.3% | 11,495 | +21.0% | 0.00% | 0.0% |
| Q2 2020 | $407,000 | -85.7% | 9,500 | -86.4% | 0.00% | -88.2% |
| Q1 2020 | $2,851,000 | +404.6% | 69,748 | +455.6% | 0.02% | +325.0% |
| Q1 2016 | $565,000 | +10.1% | 12,553 | +8.9% | 0.00% | +33.3% |
| Q4 2015 | $513,000 | +51.8% | 11,524 | +56.2% | 0.00% | +50.0% |
| Q3 2015 | $338,000 | -5.6% | 7,379 | +0.4% | 0.00% | 0.0% |
| Q2 2015 | $358,000 | – | 7,353 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Divergent Planning, LLC | 363,684 | $14,747,000 | 10.60% |
| KilterHowling LLC | 216,961 | $8,797,756 | 9.88% |
| Williams Financial, LLC | 208,856 | $8,469,000 | 6.89% |
| Thrive Capital Management, LLC | 232,513 | $9,428,000 | 6.53% |
| Sound Income Strategies, LLC | 1,045,901 | $42,411,000 | 5.66% |
| Matthew Goff Investment Advisor, LLC | 493,701 | $20,020,000 | 5.39% |
| Legacy Financial Group LLC | 418,144 | $16,956,000 | 5.35% |
| Regal Wealth Group, Inc. | 180,706 | $7,328,000 | 5.29% |
| FINANCIAL ADVISORY PARTNERS, LLC | 303,352 | $12,300,924 | 5.08% |
| SMITH CHAS P & ASSOCIATES PA CPAS | 1,646,689 | $66,773,000 | 4.81% |