ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 375 filers reported holding ISHARES TR in Q3 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 | 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% |