ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 453 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $13,768,000 | +5.2% | 301,280 | +6.0% | 4.61% | +11.9% |
| Q2 2021 | $13,091,000 | +15.8% | 284,225 | +15.2% | 4.12% | +8.5% |
| Q1 2021 | $11,303,000 | +7.8% | 246,727 | +7.0% | 3.80% | +0.2% |
| Q4 2020 | $10,482,000 | +6.6% | 230,686 | +3.1% | 3.79% | -3.1% |
| Q3 2020 | $9,836,000 | +1504.6% | 223,790 | +1466.4% | 3.92% | +1687.7% |
| Q2 2020 | $613,000 | – | 14,287 | – | 0.22% | – |
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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% |