ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 398 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,888,078 | +1.1% | 46,017 | +2.2% | 0.63% | +5.2% |
| Q2 2023 | $1,866,949 | -2.3% | 45,041 | -1.8% | 0.60% | -14.5% |
| Q1 2023 | $1,910,986 | +8.8% | 45,849 | +6.7% | 0.70% | -0.6% |
| Q4 2022 | $1,757,166 | -27.6% | 42,973 | -29.3% | 0.70% | -29.7% |
| Q3 2022 | $2,428,000 | -2.2% | 60,797 | -0.7% | 1.00% | +1.3% |
| Q2 2022 | $2,483,000 | -4.0% | 61,239 | +4.1% | 0.98% | +12.8% |
| Q1 2022 | $2,586,000 | -4.9% | 58,825 | -2.0% | 0.87% | -2.2% |
| Q4 2021 | $2,719,000 | -1.2% | 60,012 | -0.4% | 0.89% | -10.7% |
| Q3 2021 | $2,752,000 | -4.2% | 60,227 | -3.4% | 1.00% | -19.7% |
| Q2 2021 | $2,872,000 | +10.5% | 62,350 | +10.0% | 1.25% | +8.2% |
| Q1 2021 | $2,598,000 | +7.1% | 56,706 | +6.2% | 1.15% | -2.5% |
| Q4 2020 | $2,425,000 | +56.2% | 53,373 | +51.2% | 1.18% | +29.1% |
| Q3 2020 | $1,552,000 | +9.1% | 35,311 | +6.4% | 0.92% | -10.4% |
| Q2 2020 | $1,423,000 | +29.6% | 33,174 | +23.5% | 1.02% | +40.8% |
| Q1 2020 | $1,098,000 | +38.5% | 26,856 | +57.3% | 0.72% | +59.0% |
| Q4 2019 | $793,000 | – | 17,074 | – | 0.46% | – |
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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% |