ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 486 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $2,576,070 | -96.9% | 63,000 | -96.7% | 0.00% | -95.2% |
| Q1 2022 | $83,524,000 | +112.7% | 1,900,000 | +119.1% | 0.02% | +133.3% |
| Q4 2021 | $39,275,000 | +123.2% | 867,000 | +119.5% | 0.01% | +28.6% |
| Q4 2018 | $17,597,000 | -5.4% | 395,000 | 0.0% | 0.01% | +16.7% |
| Q3 2018 | $18,597,000 | -18.5% | 395,000 | -19.3% | 0.01% | -25.0% |
| Q2 2018 | $22,820,000 | -17.8% | 489,500 | -17.5% | 0.01% | -20.0% |
| Q1 2018 | $27,746,000 | -0.7% | 593,000 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $27,948,000 | -7.7% | 593,000 | -6.3% | 0.01% | -9.1% |
| Q3 2017 | $30,276,000 | -6.0% | 633,000 | -5.9% | 0.01% | +10.0% |
| Q2 2017 | $32,210,000 | – | 673,000 | – | 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% |