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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $15,763,890 | +8.9% | 384,242 | +10.0% | 3.79% | +11.7% |
Q2 2023 | $14,472,027 | -0.1% | 349,182 | +0.5% | 3.40% | -5.4% |
Q1 2023 | $14,479,381 | +0.9% | 347,394 | -1.0% | 3.59% | -4.0% |
Q4 2022 | $14,354,359 | -27.8% | 351,048 | -29.5% | 3.74% | -34.2% |
Q3 2022 | $19,894,000 | -0.6% | 498,100 | +0.9% | 5.69% | +5.5% |
Q2 2022 | $20,020,000 | -5.8% | 493,701 | +2.2% | 5.39% | +8.1% |
Q1 2022 | $21,245,000 | +7.0% | 483,290 | +10.3% | 4.98% | +9.6% |
Q4 2021 | $19,858,000 | +1.4% | 438,358 | +2.2% | 4.55% | -5.3% |
Q3 2021 | $19,592,000 | +13.2% | 428,714 | +14.1% | 4.80% | +9.4% |
Q2 2021 | $17,303,000 | +86.5% | 375,659 | +85.5% | 4.39% | +67.9% |
Q1 2021 | $9,279,000 | +32.5% | 202,549 | +31.4% | 2.62% | +25.5% |
Q4 2020 | $7,005,000 | – | 154,152 | – | 2.08% | – |
Download |
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% |