ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 398 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $240,354 | -63.0% | 5,858 | -62.7% | 0.00% | -20.0% |
| Q2 2023 | $650,424 | +84.0% | 15,704 | +85.8% | 0.01% | -16.7% |
| Q1 2023 | $353,450 | -2.8% | 8,452 | -5.1% | 0.01% | 0.0% |
| Q4 2022 | $363,791 | -0.9% | 8,907 | -2.7% | 0.01% | 0.0% |
| Q3 2022 | $367,000 | +11.2% | 9,157 | +21.8% | 0.01% | +20.0% |
| Q1 2022 | $330,000 | +5.1% | 7,521 | +8.2% | 0.01% | 0.0% |
| Q4 2021 | $314,000 | -6.8% | 6,949 | -6.1% | 0.01% | -16.7% |
| Q3 2021 | $337,000 | -47.2% | 7,397 | -46.6% | 0.01% | -25.0% |
| Q2 2021 | $638,000 | +187.4% | 13,858 | +186.3% | 0.01% | +33.3% |
| Q1 2021 | $222,000 | – | 4,840 | – | 0.01% | – |
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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% |