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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,254,484 | -0.6% | 30,265 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $1,261,445 | +1.9% | 30,265 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $1,237,536 | -48.8% | 30,265 | -50.0% | 0.00% | -20.0% |
| Q3 2022 | $2,417,784 | -1.5% | 60,530 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $2,454,246 | -7.8% | 60,530 | 0.0% | 0.01% | +25.0% |
| Q1 2022 | $2,660,449 | +95.5% | 60,530 | +101.5% | 0.00% | +33.3% |
| Q4 2021 | $1,361,000 | -0.9% | 30,045 | 0.0% | 0.00% | -25.0% |
| Q3 2021 | $1,373,000 | -50.3% | 30,045 | -49.9% | 0.00% | 0.0% |
| Q2 2021 | $2,762,000 | +66.2% | 59,944 | +65.2% | 0.00% | -20.0% |
| Q1 2021 | $1,662,000 | +0.8% | 36,278 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $1,648,000 | +3.4% | 36,278 | 0.0% | 0.01% | -16.7% |
| Q3 2020 | $1,594,000 | -39.3% | 36,278 | -40.7% | 0.01% | +20.0% |
| Q2 2020 | $2,624,000 | – | 61,200 | – | 0.01% | – |
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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% |