ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 435 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $2,192,000 | +10.0% | 48,236 | +6.4% | 0.69% | -11.2% |
| Q3 2020 | $1,992,000 | +8.0% | 45,331 | +5.4% | 0.78% | -0.5% |
| Q2 2020 | $1,844,000 | +17.8% | 42,990 | +12.2% | 0.78% | -1.6% |
| Q1 2020 | $1,566,000 | +3628.6% | 38,311 | +4156.8% | 0.80% | +5592.9% |
| Q3 2019 | $42,000 | 0.0% | 900 | 0.0% | 0.01% | -6.7% |
| Q2 2019 | $42,000 | 0.0% | 900 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $42,000 | -2.3% | 900 | 0.0% | 0.02% | -40.0% |
| Q4 2016 | $43,000 | – | 900 | – | 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% |