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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $26,702 | +0.3% | 651 | +1.4% | 0.01% | +20.0% |
Q2 2023 | $26,630 | -1.2% | 642 | -0.8% | 0.01% | -23.1% |
Q1 2023 | $26,961 | -0.5% | 647 | -2.4% | 0.01% | +8.3% |
Q4 2022 | $27,091 | +125.8% | 663 | +118.8% | 0.01% | +100.0% |
Q3 2022 | $12,000 | 0.0% | 303 | +1.7% | 0.01% | 0.0% |
Q2 2022 | $12,000 | -7.7% | 298 | +1.0% | 0.01% | 0.0% |
Q1 2022 | $13,000 | 0.0% | 295 | +1.0% | 0.01% | +20.0% |
Q4 2021 | $13,000 | 0.0% | 292 | +1.4% | 0.01% | -16.7% |
Q3 2021 | $13,000 | +160.0% | 288 | +150.4% | 0.01% | +200.0% |
Q2 2021 | $5,000 | 0.0% | 115 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $5,000 | -84.8% | 115 | -84.5% | 0.00% | -89.5% |
Q4 2020 | $33,000 | +13.8% | 741 | +10.6% | 0.02% | +11.8% |
Q3 2020 | $29,000 | – | 670 | – | 0.02% | – |
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% |