ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 364 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $700,259 | +3.7% | 17,067 | +4.3% | 0.18% | +8.0% |
| Q2 2023 | $675,016 | +12.7% | 16,368 | +13.9% | 0.16% | +8.7% |
| Q1 2023 | $598,900 | +33.2% | 14,369 | +30.7% | 0.15% | +25.2% |
| Q4 2022 | $449,626 | +6.3% | 10,996 | +3.8% | 0.12% | -2.5% |
| Q3 2022 | $423,000 | +11.3% | 10,598 | +13.1% | 0.12% | +13.0% |
| Q2 2022 | $380,000 | -1.0% | 9,368 | +7.2% | 0.11% | +3.8% |
| Q1 2022 | $384,000 | -28.9% | 8,736 | -26.7% | 0.10% | -26.2% |
| Q4 2021 | $540,000 | +5.7% | 11,919 | +6.6% | 0.14% | +0.7% |
| Q3 2021 | $511,000 | +10.4% | 11,183 | +11.3% | 0.14% | +9.4% |
| Q2 2021 | $463,000 | +9.5% | 10,052 | +7.9% | 0.13% | -0.8% |
| Q1 2021 | $423,000 | +18.2% | 9,313 | +14.4% | 0.13% | +6.6% |
| Q4 2020 | $358,000 | 0.0% | 8,142 | 0.0% | 0.12% | 0.0% |
| Q3 2020 | $358,000 | +1.4% | 8,142 | -1.1% | 0.12% | -4.0% |
| Q2 2020 | $353,000 | – | 8,232 | – | 0.13% | – |
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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% |