ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 236 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $868,626 | -9.5% | 20,956 | -9.0% | 0.03% | -21.4% |
Q1 2023 | $960,266 | -44.4% | 23,039 | -45.4% | 0.04% | -50.0% |
Q4 2022 | $1,726,141 | +2.3% | 42,214 | -0.1% | 0.08% | -10.6% |
Q3 2022 | $1,688,000 | +40.3% | 42,254 | +42.4% | 0.09% | +36.2% |
Q2 2022 | $1,203,000 | -72.3% | 29,670 | -69.9% | 0.07% | -71.8% |
Q1 2022 | $4,336,000 | +1267.8% | 98,645 | +1308.4% | 0.24% | +1261.1% |
Q4 2021 | $317,000 | -65.0% | 7,004 | -64.8% | 0.02% | -82.4% |
Q4 2020 | $905,000 | +28.7% | 19,914 | +24.4% | 0.10% | +8.5% |
Q3 2020 | $703,000 | +89.5% | 16,004 | +84.9% | 0.09% | +64.9% |
Q2 2020 | $371,000 | +7.2% | 8,655 | +2.1% | 0.06% | -16.2% |
Q1 2020 | $346,000 | -86.8% | 8,475 | -58.7% | 0.07% | -87.4% |
Q4 2019 | $2,624,000 | +471.7% | 20,505 | +107.5% | 0.54% | +627.0% |
Q3 2019 | $459,000 | -3.8% | 9,882 | -3.2% | 0.07% | -9.8% |
Q2 2019 | $477,000 | -4.2% | 10,213 | -4.2% | 0.08% | -7.9% |
Q1 2019 | $498,000 | – | 10,660 | – | 0.09% | – |
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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% |