ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 456 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $744,574 | -5.3% | 18,147 | -4.3% | 0.28% | -0.4% |
| Q2 2023 | $786,133 | -0.4% | 18,966 | +0.2% | 0.28% | -6.3% |
| Q1 2023 | $789,118 | +3.3% | 18,933 | +1.4% | 0.30% | -3.2% |
| Q4 2022 | $763,726 | +2.0% | 18,678 | -0.4% | 0.31% | -7.7% |
| Q3 2022 | $749,000 | -2.1% | 18,748 | -0.6% | 0.34% | -1.7% |
| Q2 2022 | $765,000 | -7.6% | 18,854 | +0.1% | 0.34% | +2.7% |
| Q1 2022 | $828,000 | -11.7% | 18,833 | -9.0% | 0.34% | -19.2% |
| Q4 2021 | $938,000 | +1.0% | 20,704 | +1.9% | 0.42% | -39.4% |
| Q3 2021 | $929,000 | -4.8% | 20,323 | -4.1% | 0.69% | -3.5% |
| Q2 2021 | $976,000 | -0.5% | 21,198 | -1.0% | 0.71% | -8.7% |
| Q1 2021 | $981,000 | -0.7% | 21,407 | -1.6% | 0.78% | -13.8% |
| Q4 2020 | $988,000 | – | 21,763 | – | 0.90% | – |
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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% |