ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 439 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $3,351,679 | +1519.2% | 81,968 | +1482.4% | 0.34% | +1422.7% |
| Q3 2022 | $207,000 | -9.2% | 5,180 | -8.1% | 0.02% | -4.3% |
| Q2 2022 | $228,000 | -86.4% | 5,634 | -84.7% | 0.02% | -89.4% |
| Q4 2020 | $1,677,000 | +15.5% | 36,897 | +11.7% | 0.22% | -2.3% |
| Q3 2020 | $1,452,000 | +20.5% | 33,033 | +17.6% | 0.22% | +15.6% |
| Q2 2020 | $1,205,000 | +32.4% | 28,091 | +26.2% | 0.19% | -13.9% |
| Q1 2020 | $910,000 | – | 22,260 | – | 0.22% | – |
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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% |