ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 435 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,706,809 | +5.6% | 41,599 | +6.7% | 0.24% | +1.7% |
| Q2 2023 | $1,616,552 | +6.8% | 39,000 | +6.4% | 0.23% | -4.5% |
| Q1 2023 | $1,513,567 | +24.7% | 36,639 | +23.4% | 0.24% | +2.5% |
| Q4 2022 | $1,213,997 | +22.6% | 29,689 | +19.8% | 0.24% | +13.4% |
| Q3 2022 | $990,000 | +15.9% | 24,785 | +17.6% | 0.21% | +15.5% |
| Q2 2022 | $854,000 | +197.6% | 21,073 | +223.9% | 0.18% | +241.5% |
| Q1 2022 | $287,000 | -2.0% | 6,506 | -1.5% | 0.05% | +10.4% |
| Q4 2021 | $293,000 | -63.5% | 6,607 | -62.3% | 0.05% | -66.7% |
| Q3 2021 | $802,000 | 0.0% | 17,518 | 0.0% | 0.14% | 0.0% |
| Q2 2021 | $802,000 | +149.1% | 17,518 | +149.4% | 0.14% | +128.6% |
| Q1 2021 | $322,000 | +13.4% | 7,023 | +12.4% | 0.06% | +6.8% |
| Q4 2020 | $284,000 | – | 6,249 | – | 0.06% | – |
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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% |