ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 7 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $276,146 | +27.4% | 6,730 | +28.7% | 0.03% | +4.0% |
| Q2 2023 | $216,745 | -53.0% | 5,229 | -48.6% | 0.02% | -59.0% |
| Q4 2021 | $461,000 | -3.8% | 10,182 | -2.9% | 0.06% | -11.6% |
| Q3 2021 | $479,000 | +2.4% | 10,490 | +3.1% | 0.07% | +21.1% |
| Q2 2021 | $468,000 | +12.5% | 10,170 | +11.8% | 0.06% | -17.4% |
| Q1 2021 | $416,000 | +4522.2% | 9,100 | +4382.8% | 0.07% | +3350.0% |
| Q4 2020 | $9,000 | -99.9% | 203 | +6.8% | 0.00% | -50.0% |
| Q3 2020 | $8,386,000 | +40.4% | 190 | +37.7% | 0.00% | +33.3% |
| Q2 2020 | $5,972,000 | +10.7% | 138 | +4.5% | 0.00% | 0.0% |
| Q1 2020 | $5,395,000 | -41.0% | 132 | -32.7% | 0.00% | -40.0% |
| Q4 2019 | $9,147,000 | – | 196 | – | 0.01% | – |
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% |