ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 486 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
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 | 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% |