ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 441 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,448,546 | +28.5% | 59,677 | +29.8% | 0.07% | +29.1% |
| Q2 2023 | $1,906,160 | +37.5% | 45,987 | +38.2% | 0.06% | +31.0% |
| Q1 2023 | $1,386,651 | +116425.3% | 33,269 | +14.3% | 0.04% | +13.5% |
| Q4 2022 | $1,190 | -99.9% | 29,108 | -51.2% | 0.04% | -9.8% |
| Q3 2022 | $1,191,190 | -17.7% | 59,602 | +67.0% | 0.04% | -16.3% |
| Q2 2022 | $1,447,000 | -30.3% | 35,692 | -24.4% | 0.05% | -36.4% |
| Q1 2022 | $2,076,000 | +3.7% | 47,220 | +6.9% | 0.08% | +8.5% |
| Q4 2021 | $2,002,000 | +15.4% | 44,187 | +16.4% | 0.07% | +7.6% |
| Q3 2021 | $1,735,000 | +46.5% | 37,947 | +47.7% | 0.07% | +50.0% |
| Q2 2021 | $1,184,000 | +139.2% | 25,700 | +138.0% | 0.04% | +120.0% |
| Q1 2021 | $495,000 | – | 10,800 | – | 0.02% | – |
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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% |