ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 7 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,282 | -29.9% | 80 | -29.2% | 0.00% | – |
| Q2 2023 | $4,684 | +58450.0% | 113 | -39.2% | 0.00% | – |
| Q1 2023 | $8 | +60.0% | 186 | +44.2% | 0.00% | – |
| Q4 2022 | $5 | -99.8% | 129 | +61.2% | 0.00% | – |
| Q3 2022 | $3,000 | -25.0% | 80 | -23.1% | 0.00% | – |
| Q2 2022 | $4,000 | 0.0% | 104 | +13.0% | 0.00% | – |
| Q1 2022 | $4,000 | 0.0% | 92 | -8.0% | 0.00% | – |
| Q1 2020 | $4,000 | +300.0% | 100 | +426.3% | 0.00% | – |
| Q1 2019 | $1,000 | 0.0% | 19 | 0.0% | 0.00% | – |
| Q4 2018 | $1,000 | 0.0% | 19 | 0.0% | 0.00% | – |
| Q3 2018 | $1,000 | – | 19 | +375.0% | 0.00% | – |
| Q2 2018 | $0 | – | 4 | -50.0% | 0.00% | – |
| Q3 2016 | $0 | – | 8 | – | 0.00% | – |
| Q1 2014 | $0 | – | 0 | – | 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% |