ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 364 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,678,708 | +4.8% | 114,031 | +5.9% | 0.35% | +7.6% |
| Q2 2023 | $4,464,048 | -3.0% | 107,697 | -2.5% | 0.33% | -8.1% |
| Q1 2023 | $4,602,969 | +1.3% | 110,436 | -0.6% | 0.36% | -4.3% |
| Q4 2022 | $4,542,350 | -6.7% | 111,087 | -8.9% | 0.37% | -10.1% |
| Q3 2022 | $4,870,000 | -8.1% | 121,926 | -6.7% | 0.42% | -3.9% |
| Q2 2022 | $5,302,000 | -3.1% | 130,751 | +5.1% | 0.43% | +10.2% |
| Q1 2022 | $5,469,000 | -5.6% | 124,399 | -2.7% | 0.39% | -3.2% |
| Q4 2021 | $5,791,000 | +1.9% | 127,839 | +2.8% | 0.40% | -3.8% |
| Q3 2021 | $5,684,000 | -1.6% | 124,382 | -0.8% | 0.42% | -2.8% |
| Q2 2021 | $5,777,000 | -3.7% | 125,416 | -4.2% | 0.43% | -11.1% |
| Q1 2021 | $5,996,000 | +0.5% | 130,884 | -0.4% | 0.49% | -5.3% |
| Q4 2020 | $5,969,000 | +84.5% | 131,353 | +78.4% | 0.51% | -18.4% |
| Q3 2020 | $3,236,000 | -43.3% | 73,632 | -44.7% | 0.63% | +4.0% |
| Q2 2020 | $5,710,000 | – | 133,130 | – | 0.61% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sound Income Strategies, LLC | 830,112 | $38,592,000 | 11.67% |
| WP Advisors, LLC | 178,675 | $8,307,000 | 9.52% |
| MBM Wealth Consultants, LLC | 153,459 | $7,134,000 | 5.60% |
| Bernicke Wealth Management, Ltd. | 184,216 | $8,564,000 | 4.96% |
| Sage Advisory Services, Ltd.Co. | 280,224 | $13,022,000 | 4.26% |
| Leicht Financial Planning & Wealth Management, Inc. | 86,084 | $4,002,000 | 3.82% |
| Occidental Asset Management, LLC | 195,626 | $9,095,000 | 3.81% |
| IRON Financial LLC | 105,490 | $4,904,000 | 3.65% |
| Probity Advisors, Inc. | 241,912 | $11,246,000 | 3.65% |
| Redhawk Wealth Advisors, Inc. | 180,049 | $8,370,000 | 3.59% |