ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 477 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $9,077 | +2.9% | 215 | 0.0% | 0.00% | 0.0% |
Q3 2023 | $8,821 | -1.0% | 215 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $8,911 | -0.6% | 215 | 0.0% | 0.00% | -33.3% |
Q1 2023 | $8,961 | +1.9% | 215 | 0.0% | 0.00% | +50.0% |
Q4 2022 | $8,791 | +9.9% | 215 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $8,000 | 0.0% | 215 | +7.5% | 0.00% | 0.0% |
Q2 2022 | $8,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $8,000 | -38.5% | 200 | -33.3% | 0.00% | -33.3% |
Q4 2021 | $13,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $13,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $13,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $13,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $13,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $13,000 | +8.3% | 300 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $12,000 | 0.0% | 300 | 0.0% | 0.00% | -25.0% |
Q1 2020 | $12,000 | -7.7% | 300 | 0.0% | 0.00% | +33.3% |
Q4 2019 | $13,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $13,000 | -7.1% | 300 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $14,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
Q1 2019 | $14,000 | +7.7% | 300 | 0.0% | 0.00% | 0.0% |
Q4 2018 | $13,000 | -53.6% | 300 | -50.0% | 0.00% | -50.0% |
Q3 2018 | $28,000 | -62.2% | 600 | -62.5% | 0.01% | -64.7% |
Q2 2018 | $74,000 | 0.0% | 1,600 | 0.0% | 0.02% | 0.0% |
Q1 2018 | $74,000 | -1.3% | 1,600 | 0.0% | 0.02% | 0.0% |
Q4 2017 | $75,000 | -1.3% | 1,600 | 0.0% | 0.02% | -5.6% |
Q3 2017 | $76,000 | +1.3% | 1,600 | 0.0% | 0.02% | -5.3% |
Q2 2017 | $75,000 | +435.7% | 1,600 | +433.3% | 0.02% | +375.0% |
Q1 2017 | $14,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
Q4 2016 | $14,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
Q3 2016 | $14,000 | +7.7% | 300 | 0.0% | 0.00% | 0.0% |
Q2 2016 | $13,000 | – | 300 | – | 0.00% | – |
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% |