ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 477 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $421,468 | -10.9% | 10,112 | -12.6% | 0.16% | -17.7% |
| Q4 2022 | $473,138 | -78.6% | 11,571 | -79.1% | 0.19% | -78.2% |
| Q3 2022 | $2,210,000 | -2.1% | 55,328 | -0.7% | 0.88% | +1.5% |
| Q2 2022 | $2,258,000 | -9.0% | 55,693 | -1.3% | 0.87% | -1.1% |
| Q1 2022 | $2,482,000 | -5.0% | 56,451 | -2.2% | 0.88% | -1.9% |
| Q4 2021 | $2,614,000 | -6.1% | 57,701 | -5.3% | 0.89% | -12.3% |
| Q3 2021 | $2,783,000 | -6.4% | 60,903 | -5.6% | 1.02% | -7.4% |
| Q2 2021 | $2,972,000 | +41.3% | 64,533 | +40.5% | 1.10% | +40.7% |
| Q1 2021 | $2,103,000 | +117.3% | 45,915 | +115.6% | 0.78% | +113.1% |
| Q4 2020 | $968,000 | +12.0% | 21,295 | +8.3% | 0.37% | -1.1% |
| Q3 2020 | $864,000 | -44.5% | 19,664 | -41.4% | 0.37% | -46.5% |
| Q4 2019 | $1,558,000 | +5.6% | 33,548 | +5.8% | 0.69% | -22.1% |
| Q3 2019 | $1,475,000 | -0.9% | 31,721 | -0.4% | 0.89% | +2.4% |
| Q2 2019 | $1,488,000 | -21.1% | 31,853 | -21.1% | 0.87% | -22.4% |
| Q1 2019 | $1,887,000 | +5.1% | 40,389 | +0.2% | 1.12% | -17.6% |
| Q4 2018 | $1,795,000 | – | 40,293 | – | 1.36% | – |
Download | ||||||
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% |