ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 203 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,170,041 | +43.4% | 77,262 | +44.9% | 1.67% | +44.8% |
Q2 2023 | $2,210,693 | +1.7% | 53,334 | +2.3% | 1.15% | +1.0% |
Q1 2023 | $2,173,516 | +5.6% | 52,148 | +3.6% | 1.14% | +4.9% |
Q4 2022 | $2,058,354 | -7.7% | 50,339 | -9.9% | 1.09% | +63.9% |
Q3 2022 | $2,231,000 | +29.9% | 55,849 | +31.9% | 0.66% | -20.9% |
Q2 2022 | $1,717,000 | -3.8% | 42,354 | +4.4% | 0.84% | +11.3% |
Q1 2022 | $1,784,000 | +4.1% | 40,572 | +7.3% | 0.75% | +7.7% |
Q4 2021 | $1,713,000 | +2.5% | 37,825 | +3.4% | 0.70% | -7.9% |
Q3 2021 | $1,672,000 | +3.8% | 36,597 | +4.7% | 0.76% | +3.4% |
Q2 2021 | $1,611,000 | +24.9% | 34,969 | +24.2% | 0.74% | +17.2% |
Q1 2021 | $1,290,000 | -1.5% | 28,166 | -2.3% | 0.63% | -9.9% |
Q4 2020 | $1,310,000 | +17.7% | 28,835 | +13.9% | 0.70% | +4.8% |
Q3 2020 | $1,113,000 | +11.3% | 25,324 | +8.6% | 0.66% | +13.1% |
Q2 2020 | $1,000,000 | +119.3% | 23,318 | +108.9% | 0.59% | +79.0% |
Q1 2020 | $456,000 | -28.9% | 11,161 | -19.2% | 0.33% | -24.1% |
Q4 2019 | $641,000 | +54.8% | 13,810 | +54.9% | 0.43% | +43.0% |
Q3 2019 | $414,000 | -1.7% | 8,914 | -1.2% | 0.30% | 0.0% |
Q2 2019 | $421,000 | +4.2% | 9,021 | +4.4% | 0.30% | +3.4% |
Q1 2019 | $404,000 | +28.3% | 8,642 | +22.0% | 0.29% | +9.8% |
Q4 2018 | $315,000 | -46.8% | 7,081 | -0.6% | 0.27% | -19.1% |
Q3 2018 | $592,000 | +97.3% | 7,123 | +10.6% | 0.33% | +47.5% |
Q2 2018 | $300,000 | +13.6% | 6,442 | +14.0% | 0.22% | +13.2% |
Q1 2018 | $264,000 | -29.4% | 5,651 | -28.8% | 0.20% | -28.9% |
Q4 2017 | $374,000 | +5.4% | 7,940 | +7.1% | 0.28% | -8.9% |
Q3 2017 | $355,000 | +5.7% | 7,417 | +5.7% | 0.30% | -0.3% |
Q2 2017 | $336,000 | +9.1% | 7,017 | +8.9% | 0.30% | +2.7% |
Q1 2017 | $308,000 | – | 6,441 | – | 0.30% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Sound Income Strategies, LLC | 731,662 | $34,169,000 | 11.82% |
WP Advisors, LLC | 157,002 | $7,332,000 | 8.18% |
Leicht Financial Planning & Wealth Management, Inc. | 120,011 | $5,605,000 | 5.49% |
RETIREMENT CAPITAL STRATEGIES | 233,231 | $10,892,000 | 5.43% |
MBM Wealth Consultants, LLC | 132,641 | $6,194,000 | 5.15% |
Bernicke Wealth Management, Ltd. | 182,289 | $8,513,000 | 5.10% |
Occidental Asset Management, LLC | 173,806 | $8,117,000 | 3.65% |
Probity Advisors, Inc. | 229,778 | $10,731,000 | 3.56% |
Redhawk Wealth Advisors, Inc. | 190,267 | $8,885,000 | 3.53% |
Transform Wealth, LLC | 477,480 | $22,298,000 | 3.28% |