ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 364 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,160,773 | +2.5% | 28,291 | +3.6% | 0.08% | +3.9% |
Q2 2023 | $1,132,356 | +0.4% | 27,319 | +0.9% | 0.08% | -6.2% |
Q1 2023 | $1,128,070 | -41.7% | 27,065 | -42.8% | 0.08% | -46.0% |
Q4 2022 | $1,934,633 | +180.0% | 47,313 | +173.7% | 0.15% | +163.2% |
Q3 2022 | $691,000 | -4.3% | 17,289 | -2.8% | 0.06% | -5.0% |
Q2 2022 | $722,000 | +12.1% | 17,794 | +21.5% | 0.06% | +17.6% |
Q1 2022 | $644,000 | -14.8% | 14,644 | -11.0% | 0.05% | -23.9% |
Q4 2021 | $756,000 | +4.4% | 16,448 | +3.4% | 0.07% | +9.8% |
Q3 2021 | $724,000 | -4.2% | 15,906 | -3.3% | 0.06% | -9.0% |
Q2 2021 | $756,000 | +4.6% | 16,448 | +4.0% | 0.07% | -9.5% |
Q1 2021 | $723,000 | +0.8% | 15,809 | +0.2% | 0.07% | -14.0% |
Q4 2020 | $717,000 | +14.9% | 15,785 | +11.3% | 0.09% | 0.0% |
Q3 2020 | $624,000 | +165.5% | 14,186 | +158.8% | 0.09% | +152.9% |
Q2 2020 | $235,000 | – | 5,481 | – | 0.03% | – |
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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% |