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 | ||||
---|---|---|---|---|---|---|
Q2 2021 | $202,000 | -41.3% | 4,388 | -41.7% | 0.12% | -44.7% |
Q1 2021 | $344,000 | -3.1% | 7,528 | -3.8% | 0.22% | +59.9% |
Q4 2020 | $355,000 | +3.8% | 7,829 | +0.3% | 0.14% | -11.0% |
Q3 2020 | $342,000 | -78.1% | 7,803 | -78.6% | 0.15% | -81.6% |
Q2 2020 | $1,561,000 | +16.0% | 36,395 | +10.5% | 0.84% | -10.5% |
Q1 2020 | $1,346,000 | – | 32,941 | – | 0.94% | – |
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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% |