ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 441 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,245,981 | +161.8% | 30,472 | +190.0% | 0.08% | +170.0% |
| Q4 2021 | $476,000 | -70.5% | 10,507 | -70.4% | 0.03% | -80.4% |
| Q4 2020 | $1,613,000 | -61.6% | 35,489 | -62.9% | 0.15% | -52.2% |
| Q3 2020 | $4,202,000 | +89.0% | 95,604 | +84.4% | 0.32% | +6.7% |
| Q2 2020 | $2,223,000 | +84.5% | 51,832 | +75.8% | 0.30% | +55.4% |
| Q1 2020 | $1,205,000 | -21.5% | 29,486 | -10.8% | 0.19% | -11.5% |
| Q4 2019 | $1,535,000 | -0.2% | 33,066 | -0.1% | 0.22% | -13.8% |
| Q3 2019 | $1,538,000 | +5.3% | 33,093 | +5.9% | 0.25% | -26.7% |
| Q2 2019 | $1,460,000 | +2.4% | 31,255 | +2.4% | 0.34% | +8.8% |
| Q1 2019 | $1,426,000 | +35.8% | 30,521 | +29.5% | 0.32% | -13.6% |
| Q4 2018 | $1,050,000 | -6.9% | 23,577 | -1.6% | 0.37% | +4.0% |
| Q3 2018 | $1,128,000 | +12.8% | 23,963 | +11.7% | 0.35% | +11.7% |
| Q2 2018 | $1,000,000 | +5.0% | 21,449 | +5.4% | 0.32% | -0.9% |
| Q1 2018 | $952,000 | -8.5% | 20,356 | -7.8% | 0.32% | +14.7% |
| Q4 2017 | $1,040,000 | +2.7% | 22,074 | +4.3% | 0.28% | -28.0% |
| Q3 2017 | $1,013,000 | – | 21,173 | – | 0.39% | – |
Download | ||||||
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% |