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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $746,000 | -2.6% | 18,668 | -1.1% | 0.33% | +6.7% |
| Q2 2022 | $766,000 | -14.0% | 18,884 | -6.9% | 0.31% | +5.0% |
| Q1 2022 | $891,000 | -2.6% | 20,293 | +0.5% | 0.30% | +10.8% |
| Q4 2021 | $915,000 | -36.9% | 20,193 | -36.4% | 0.27% | -43.2% |
| Q3 2021 | $1,451,000 | -5.7% | 31,740 | -4.9% | 0.47% | -3.7% |
| Q2 2021 | $1,538,000 | +44.5% | 33,385 | +43.7% | 0.49% | +33.0% |
| Q1 2021 | $1,064,000 | +64.2% | 23,231 | +63.0% | 0.37% | +56.8% |
| Q4 2020 | $648,000 | +23.2% | 14,255 | +19.1% | 0.24% | +12.9% |
| Q3 2020 | $526,000 | +1.0% | 11,964 | -1.4% | 0.21% | -5.4% |
| Q2 2020 | $521,000 | -21.9% | 12,138 | -25.6% | 0.22% | -41.4% |
| Q1 2020 | $667,000 | – | 16,316 | – | 0.38% | – |
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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% |