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 | $954,144 | -20.6% | 23,255 | -19.8% | 0.15% | -21.8% |
| Q2 2023 | $1,202,200 | -10.7% | 29,004 | -10.2% | 0.19% | -45.9% |
| Q1 2023 | $1,346,886 | +99743.3% | 32,315 | +97824.2% | 0.36% | +35600.0% |
| Q4 2022 | $1,349 | +34.9% | 33 | 0.0% | 0.00% | – |
| Q3 2022 | $1,000 | -66.7% | 33 | -50.0% | 0.00% | -100.0% |
| Q1 2021 | $3,000 | -99.0% | 66 | -99.1% | 0.00% | -99.1% |
| Q1 2020 | $290,000 | -41.4% | 7,090 | -33.4% | 0.23% | -24.0% |
| Q4 2019 | $495,000 | – | 10,653 | – | 0.30% | – |
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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% |