ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 364 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $292,780 | +13.7% | 7,136 | +14.9% | 0.06% | +18.5% |
Q2 2023 | $257,457 | +0.1% | 6,211 | +0.6% | 0.05% | -5.3% |
Q1 2023 | $257,240 | -10.4% | 6,172 | -12.1% | 0.06% | -12.3% |
Q4 2022 | $287,004 | -12.2% | 7,019 | -14.4% | 0.06% | -22.6% |
Q3 2022 | $327,000 | -1.2% | 8,198 | +0.4% | 0.08% | +3.7% |
Q2 2022 | $331,000 | -8.3% | 8,168 | -0.5% | 0.08% | +1.2% |
Q1 2022 | $361,000 | -12.2% | 8,212 | -9.4% | 0.08% | -13.0% |
Q4 2021 | $411,000 | -2.4% | 9,066 | -1.5% | 0.09% | -14.8% |
Q3 2021 | $421,000 | -0.5% | 9,208 | +0.3% | 0.11% | -28.0% |
Q2 2021 | $423,000 | +1.2% | 9,178 | +0.5% | 0.15% | -7.4% |
Q1 2021 | $418,000 | +1.0% | 9,133 | +0.2% | 0.16% | -4.7% |
Q4 2020 | $414,000 | +4.3% | 9,111 | +0.9% | 0.17% | -8.6% |
Q3 2020 | $397,000 | +7.3% | 9,034 | +4.6% | 0.19% | -1.1% |
Q2 2020 | $370,000 | +8.2% | 8,637 | +3.2% | 0.19% | -16.4% |
Q1 2020 | $342,000 | -35.1% | 8,371 | -26.2% | 0.22% | -26.5% |
Q4 2019 | $527,000 | +0.6% | 11,340 | +0.6% | 0.31% | -18.2% |
Q3 2019 | $524,000 | +1.0% | 11,269 | +1.3% | 0.37% | -4.3% |
Q2 2019 | $519,000 | +10.2% | 11,123 | +10.4% | 0.39% | +37.7% |
Q1 2019 | $471,000 | +11.1% | 10,077 | +5.9% | 0.28% | -25.3% |
Q4 2018 | $424,000 | – | 9,519 | – | 0.38% | – |
Download |
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% |