ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 331 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,366,060 | -0.8% | 82,039 | +0.2% | 0.07% | +21.3% |
Q2 2023 | $3,392,185 | -0.8% | 81,838 | -0.2% | 0.06% | +27.1% |
Q1 2023 | $3,419,135 | +2.0% | 82,033 | +0.1% | 0.05% | +6.7% |
Q4 2022 | $3,352,530 | +216.6% | 81,989 | +209.3% | 0.04% | +200.0% |
Q3 2022 | $1,059,000 | +13.6% | 26,507 | +15.3% | 0.02% | +7.1% |
Q2 2022 | $932,000 | -5.5% | 22,987 | +2.4% | 0.01% | +7.7% |
Q1 2022 | $986,000 | +15.7% | 22,439 | +19.3% | 0.01% | -7.1% |
Q4 2021 | $852,000 | -62.5% | 18,813 | -62.1% | 0.01% | -51.7% |
Q3 2021 | $2,270,000 | +9.1% | 49,681 | +10.0% | 0.03% | +11.5% |
Q2 2021 | $2,080,000 | +50.0% | 45,151 | +49.2% | 0.03% | +36.8% |
Q1 2021 | $1,387,000 | -33.2% | 30,267 | -33.7% | 0.02% | -36.7% |
Q4 2020 | $2,075,000 | +45.0% | 45,673 | +40.3% | 0.03% | +25.0% |
Q3 2020 | $1,431,000 | +3.8% | 32,550 | +1.3% | 0.02% | -7.7% |
Q2 2020 | $1,378,000 | +168.1% | 32,119 | +155.5% | 0.03% | +116.7% |
Q1 2020 | $514,000 | -89.3% | 12,573 | -87.8% | 0.01% | -86.2% |
Q4 2019 | $4,788,000 | – | 103,131 | – | 0.09% | – |
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% |