ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 439 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,890,412 | +9.1% | 45,355 | +7.0% | 1.88% | -5.8% |
| Q4 2022 | $1,733,063 | +211.1% | 42,384 | +203.9% | 2.00% | +230.8% |
| Q3 2022 | $557,000 | +173.0% | 13,947 | +214.2% | 0.60% | +201.5% |
| Q2 2021 | $204,000 | +0.5% | 4,439 | 0.0% | 0.20% | -7.8% |
| Q1 2021 | $203,000 | -96.0% | 4,439 | -96.0% | 0.22% | -94.9% |
| Q4 2020 | $5,026,000 | +24.9% | 110,610 | +20.8% | 4.29% | +10.9% |
| Q3 2020 | $4,024,000 | +10.1% | 91,565 | +7.4% | 3.87% | +2.1% |
| Q2 2020 | $3,655,000 | +15.2% | 85,222 | +9.8% | 3.79% | -0.5% |
| Q1 2020 | $3,173,000 | – | 77,627 | – | 3.81% | – |
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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% |