ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 486 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $209,581 | -1.0% | 5,108 | 0.0% | 0.09% | +1.1% |
Q2 2023 | $211,727 | -1.4% | 5,108 | -0.9% | 0.09% | -3.3% |
Q1 2023 | $214,777 | -47.1% | 5,153 | -48.1% | 0.09% | -49.4% |
Q4 2022 | $406,283 | +96.3% | 9,936 | +91.3% | 0.18% | +81.6% |
Q3 2022 | $207,000 | -1.9% | 5,193 | -0.2% | 0.10% | 0.0% |
Q2 2022 | $211,000 | -13.5% | 5,204 | -3.4% | 0.10% | -10.9% |
Q1 2022 | $244,000 | 0.0% | 5,388 | 0.0% | 0.11% | 0.0% |
Q4 2021 | $244,000 | -0.8% | 5,388 | 0.0% | 0.11% | -20.3% |
Q3 2021 | $246,000 | -3.9% | 5,388 | -3.2% | 0.14% | -7.4% |
Q2 2021 | $256,000 | +5.3% | 5,568 | +4.9% | 0.15% | -5.7% |
Q1 2021 | $243,000 | +14.1% | 5,306 | +12.9% | 0.16% | -13.7% |
Q4 2020 | $213,000 | – | 4,700 | – | 0.18% | – |
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% |