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 | $10,504 | -1.0% | 256 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $10,611 | -0.6% | 256 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $10,670 | +1.9% | 256 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $10,468 | -34.6% | 256 | -37.3% | 0.00% | -40.0% |
| Q3 2022 | $16,000 | +128.6% | 408 | +133.1% | 0.01% | +150.0% |
| Q2 2022 | $7,000 | -12.5% | 175 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $8,000 | 0.0% | 175 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $8,000 | 0.0% | 175 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $8,000 | 0.0% | 175 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $8,000 | 0.0% | 175 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $8,000 | 0.0% | 175 | -9.3% | 0.00% | 0.0% |
| Q4 2020 | $8,000 | 0.0% | 193 | 0.0% | 0.00% | -33.3% |
| Q3 2020 | $8,000 | – | 193 | – | 0.00% | – |
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% |