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 | $29,359,556 | -0.1% | 715,563 | +0.9% | 0.08% | 0.0% |
| Q2 2023 | $29,390,031 | +108418.4% | 709,043 | +9.1% | 0.08% | 0.0% |
| Q1 2023 | $27,083 | -6.0% | 649,778 | -7.8% | 0.08% | -15.1% |
| Q4 2022 | $28,815 | -99.9% | 704,704 | -12.0% | 0.09% | -27.3% |
| Q3 2022 | $31,987,000 | +11.8% | 800,876 | +13.5% | 0.13% | +8.5% |
| Q2 2022 | $28,621,000 | -10.4% | 705,822 | -2.9% | 0.12% | -2.5% |
| Q1 2022 | $31,958,000 | -3.6% | 726,984 | -0.7% | 0.12% | -13.6% |
| Q4 2021 | $33,161,000 | +86.6% | 732,031 | +88.2% | 0.14% | +50.5% |
| Q3 2021 | $17,775,000 | +153.8% | 388,942 | +155.8% | 0.09% | +116.3% |
| Q2 2021 | $7,004,000 | +75.1% | 152,069 | +74.1% | 0.04% | +53.6% |
| Q1 2021 | $4,001,000 | +65.2% | 87,342 | +63.9% | 0.03% | +47.4% |
| Q4 2020 | $2,422,000 | +43.9% | 53,305 | +47.1% | 0.02% | +11.8% |
| Q4 2019 | $1,683,000 | +61.2% | 36,244 | +61.5% | 0.02% | +41.7% |
| Q3 2019 | $1,044,000 | +19.5% | 22,449 | +20.0% | 0.01% | +20.0% |
| Q2 2019 | $874,000 | +7.0% | 18,709 | +7.0% | 0.01% | -16.7% |
| Q1 2019 | $817,000 | -82.9% | 17,491 | -83.6% | 0.01% | -85.9% |
| Q4 2018 | $4,764,000 | +1493.3% | 106,942 | +1585.2% | 0.08% | +962.5% |
| Q3 2018 | $299,000 | +14.6% | 6,346 | +13.3% | 0.01% | +14.3% |
| Q2 2018 | $261,000 | +1640.0% | 5,602 | +1707.1% | 0.01% | +600.0% |
| Q3 2016 | $15,000 | – | 310 | – | 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% |