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 | $4,136,764 | +0.8% | 100,823 | +1.8% | 2.31% | +0.9% |
| Q2 2023 | $4,105,561 | +8.3% | 99,049 | +8.9% | 2.29% | +0.8% |
| Q1 2023 | $3,790,667 | +13.5% | 90,947 | +11.3% | 2.28% | +4.0% |
| Q4 2022 | $3,340,000 | +8.6% | 81,695 | +6.1% | 2.19% | -3.7% |
| Q3 2022 | $3,076,000 | +16.3% | 77,022 | +18.1% | 2.27% | +16.6% |
| Q2 2022 | $2,645,000 | +0.8% | 65,220 | +9.3% | 1.95% | -3.7% |
| Q1 2022 | $2,623,000 | +20.3% | 59,676 | +24.0% | 2.02% | +21.5% |
| Q4 2021 | $2,180,000 | – | 48,132 | – | 1.66% | – |
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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% |