ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 453 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $371,075 | -59.0% | 9,044 | -58.5% | 0.03% | -52.2% |
| Q2 2023 | $904,315 | -20.2% | 21,817 | -19.7% | 0.07% | -27.4% |
| Q1 2023 | $1,132,696 | -14.9% | 27,176 | -16.5% | 0.10% | -26.9% |
| Q4 2022 | $1,330,278 | +90.3% | 32,533 | +86.0% | 0.13% | +62.5% |
| Q3 2022 | $699,000 | -7.2% | 17,490 | -5.9% | 0.08% | -5.9% |
| Q2 2022 | $753,000 | -13.8% | 18,578 | -6.6% | 0.08% | -2.3% |
| Q1 2022 | $874,000 | -10.4% | 19,893 | -7.6% | 0.09% | -9.4% |
| Q4 2021 | $975,000 | -22.9% | 21,529 | -22.2% | 0.10% | -31.4% |
| Q3 2021 | $1,265,000 | +53.9% | 27,683 | +55.2% | 0.14% | +48.9% |
| Q2 2021 | $822,000 | -18.5% | 17,836 | -18.9% | 0.09% | -27.1% |
| Q1 2021 | $1,008,000 | -24.7% | 22,004 | -25.3% | 0.13% | -43.2% |
| Q4 2020 | $1,339,000 | +72.6% | 29,458 | +67.5% | 0.23% | +52.3% |
| Q3 2020 | $776,000 | – | 17,590 | – | 0.15% | – |
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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% |