ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 560 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2022 | $220 | -100.0% | 5,370 | -99.7% | 0.02% | -99.7% |
Q2 2022 | $66,773,000 | -2.3% | 1,646,689 | +9.2% | 4.81% | +3.4% |
Q4 2021 | $68,325,000 | -1.6% | 1,508,286 | -0.7% | 4.66% | -10.4% |
Q3 2021 | $69,426,000 | +4.4% | 1,519,166 | +5.2% | 5.20% | +0.3% |
Q2 2021 | $66,517,000 | – | 1,444,143 | – | 5.18% | – |
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% |