ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 403 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $229,000 | -23.9% | 5,001 | -23.5% | 0.00% | – |
| Q2 2021 | $301,000 | +9.9% | 6,534 | +9.4% | 0.00% | – |
| Q1 2021 | $274,000 | -41.9% | 5,973 | -42.5% | 0.00% | – |
| Q4 2020 | $472,000 | +35.2% | 10,382 | +30.7% | 0.00% | – |
| Q3 2020 | $349,000 | +9.1% | 7,945 | +6.5% | 0.00% | – |
| Q2 2020 | $320,000 | -8.0% | 7,460 | -12.5% | 0.00% | – |
| Q1 2020 | $348,000 | – | 8,526 | – | 0.00% | – |
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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% |