ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 403 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,833 | -11.5% | 69,045 | -10.7% | 0.20% | +155.0% |
| Q2 2023 | $3,202 | +850.1% | 77,314 | +856.7% | 0.08% | +370.6% |
| Q1 2023 | $337 | +48.5% | 8,081 | +45.4% | 0.02% | +30.8% |
| Q4 2022 | $227 | -99.9% | 5,558 | -8.3% | 0.01% | -13.3% |
| Q3 2022 | $242,000 | -35.1% | 6,061 | -34.2% | 0.02% | -25.0% |
| Q2 2022 | $373,000 | -92.7% | 9,209 | -92.0% | 0.02% | -92.4% |
| Q1 2022 | $5,082,000 | -6.2% | 115,600 | -3.3% | 0.26% | -1.5% |
| Q4 2021 | $5,417,000 | -4.2% | 119,572 | -3.4% | 0.27% | -19.6% |
| Q3 2021 | $5,655,000 | +29.2% | 123,734 | +30.2% | 0.33% | +23.0% |
| Q2 2021 | $4,376,000 | +920.0% | 95,002 | +914.9% | 0.27% | +743.8% |
| Q1 2021 | $429,000 | – | 9,361 | – | 0.03% | – |
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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% |