ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 450 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $978,326 | +0.3% | 23,844 | +1.3% | 0.04% | -7.9% |
Q2 2023 | $975,324 | -32.1% | 23,530 | -31.7% | 0.04% | -36.7% |
Q1 2023 | $1,436,337 | -8.6% | 34,461 | -10.4% | 0.06% | -11.8% |
Q4 2022 | $1,572,316 | +12.5% | 38,452 | +9.9% | 0.07% | +3.0% |
Q3 2022 | $1,397,000 | -3.5% | 34,976 | -2.1% | 0.07% | -4.3% |
Q2 2022 | $1,448,000 | -14.4% | 35,715 | -4.4% | 0.07% | -1.4% |
Q4 2021 | $1,692,000 | +25.8% | 37,358 | +26.9% | 0.07% | +9.4% |
Q3 2021 | $1,345,000 | +2.9% | 29,440 | +3.5% | 0.06% | -1.5% |
Q2 2021 | $1,307,000 | +11.6% | 28,442 | +10.9% | 0.06% | -3.0% |
Q1 2021 | $1,171,000 | -53.5% | 25,641 | -53.7% | 0.07% | -63.2% |
Q4 2020 | $2,516,000 | -2.5% | 55,363 | -5.7% | 0.18% | -21.2% |
Q3 2020 | $2,581,000 | +2.0% | 58,719 | -0.5% | 0.23% | -8.7% |
Q2 2020 | $2,531,000 | +16.2% | 59,005 | +10.7% | 0.25% | -13.9% |
Q1 2020 | $2,179,000 | -13.3% | 53,311 | -1.5% | 0.29% | -6.7% |
Q4 2019 | $2,514,000 | +10.9% | 54,139 | +11.0% | 0.32% | -11.5% |
Q3 2019 | $2,267,000 | +14.4% | 48,764 | +15.0% | 0.36% | +7.2% |
Q2 2019 | $1,981,000 | +354.4% | 42,418 | +354.1% | 0.33% | +403.0% |
Q1 2019 | $436,000 | +111.7% | 9,342 | +101.9% | 0.07% | +46.7% |
Q4 2018 | $206,000 | – | 4,626 | – | 0.04% | – |
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% |