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 | $2,310,977 | -31.9% | 56,324 | -31.3% | 0.11% | -38.1% |
Q2 2023 | $3,395,845 | -50.1% | 81,926 | -49.9% | 0.18% | -55.8% |
Q1 2023 | $6,809,941 | -11.9% | 163,386 | -13.6% | 0.40% | -24.6% |
Q4 2022 | $7,730,733 | +7.5% | 189,062 | +5.0% | 0.53% | -3.6% |
Q3 2022 | $7,192,000 | +3.9% | 180,070 | +5.5% | 0.55% | +3.0% |
Q2 2022 | $6,923,000 | +14.0% | 170,717 | +23.6% | 0.53% | +25.8% |
Q1 2022 | $6,073,000 | +32.9% | 138,138 | +37.0% | 0.42% | +29.8% |
Q4 2021 | $4,568,000 | -5.2% | 100,839 | -4.4% | 0.33% | -10.2% |
Q3 2021 | $4,820,000 | +4.3% | 105,477 | +5.1% | 0.36% | -0.8% |
Q2 2021 | $4,621,000 | +34.7% | 100,319 | +34.0% | 0.37% | +15.1% |
Q1 2021 | $3,430,000 | +84.2% | 74,868 | +82.7% | 0.32% | +82.8% |
Q4 2020 | $1,862,000 | +68.8% | 40,970 | +63.2% | 0.17% | +39.2% |
Q3 2020 | $1,103,000 | +12.8% | 25,101 | +10.1% | 0.12% | -5.3% |
Q2 2020 | $978,000 | +58.0% | 22,805 | +50.6% | 0.13% | +16.8% |
Q1 2020 | $619,000 | +34.9% | 15,142 | +53.0% | 0.11% | +79.4% |
Q4 2019 | $459,000 | – | 9,894 | – | 0.06% | – |
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% |