ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 228 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $389,334 | +20.5% | 9,489 | +21.7% | 0.00% | – |
Q2 2023 | $323,103 | +104126.8% | 7,795 | +4.7% | 0.00% | – |
Q1 2023 | $310 | -99.6% | 7,445 | -99.6% | 0.00% | -100.0% |
Q4 2022 | $72,305 | -85.1% | 1,768,278 | +14727.1% | 0.04% | – |
Q2 2022 | $484,000 | +119.0% | 11,926 | +144.1% | 0.00% | – |
Q4 2021 | $221,000 | -66.7% | 4,886 | -66.1% | 0.00% | – |
Q2 2021 | $664,000 | -72.8% | 14,412 | -72.9% | 0.00% | -100.0% |
Q1 2021 | $2,441,000 | -44.8% | 53,276 | -45.3% | 0.00% | -33.3% |
Q4 2020 | $4,423,000 | +1919.6% | 97,334 | +1850.2% | 0.00% | – |
Q3 2020 | $219,000 | -23.2% | 4,991 | -24.8% | 0.00% | – |
Q2 2020 | $285,000 | -46.3% | 6,638 | -41.9% | 0.00% | -100.0% |
Q4 2019 | $531,000 | -60.5% | 11,432 | -60.0% | 0.00% | -50.0% |
Q3 2018 | $1,344,000 | -56.0% | 28,557 | -56.5% | 0.00% | -50.0% |
Q2 2018 | $3,057,000 | +483.4% | 65,580 | +486.0% | 0.00% | +300.0% |
Q1 2018 | $524,000 | -83.5% | 11,191 | -83.4% | 0.00% | -75.0% |
Q4 2017 | $3,179,000 | -16.4% | 67,444 | -15.2% | 0.00% | -33.3% |
Q3 2017 | $3,803,000 | +21.2% | 79,509 | +21.3% | 0.01% | 0.0% |
Q2 2017 | $3,138,000 | +547.0% | 65,566 | +546.3% | 0.01% | +500.0% |
Q1 2017 | $485,000 | -79.9% | 10,145 | -80.2% | 0.00% | -75.0% |
Q3 2016 | $2,418,000 | +143.8% | 51,149 | +139.0% | 0.00% | +100.0% |
Q2 2016 | $992,000 | – | 21,404 | – | 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% |