ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 453 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,991,648,000 | +56831.3% | 170,403 | -42.5% | 1.64% | -48.1% |
| Q2 2023 | $12,280,861 | -15.6% | 296,281 | -15.1% | 3.16% | -20.5% |
| Q1 2023 | $14,549,363 | -11.3% | 349,073 | -13.0% | 3.98% | -19.0% |
| Q4 2022 | $16,408,997 | -0.0% | 401,296 | -2.3% | 4.92% | -10.3% |
| Q3 2022 | $16,412,000 | -3.2% | 410,927 | -1.7% | 5.48% | +2.4% |
| Q2 2022 | $16,956,000 | -7.8% | 418,144 | -0.0% | 5.35% | -0.7% |
| Q1 2022 | $18,383,000 | +73.2% | 418,177 | +77.3% | 5.39% | +18.1% |
| Q4 2021 | $10,616,000 | -37.7% | 235,799 | -36.8% | 4.56% | -10.5% |
| Q3 2021 | $17,052,000 | +10.8% | 373,133 | +11.7% | 5.10% | +9.7% |
| Q2 2021 | $15,392,000 | +22.6% | 334,176 | +21.9% | 4.65% | +6.6% |
| Q1 2021 | $12,555,000 | +11.5% | 274,067 | +10.6% | 4.36% | +0.7% |
| Q4 2020 | $11,264,000 | – | 247,877 | – | 4.33% | – |
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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% |