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 | $62,612 | -38.8% | 1,526 | -38.2% | 0.05% | -35.4% |
| Q2 2023 | $102,382 | -79.1% | 2,470 | -79.0% | 0.08% | -79.9% |
| Q1 2023 | $489,490 | +3.6% | 11,744 | +1.7% | 0.41% | +0.7% |
| Q4 2022 | $472,280 | +21.7% | 11,550 | +18.7% | 0.40% | +14.1% |
| Q3 2022 | $388,000 | -22.4% | 9,732 | -21.1% | 0.35% | -17.7% |
| Q2 2022 | $500,000 | +29.2% | 12,337 | +39.5% | 0.43% | +36.5% |
| Q1 2022 | $387,000 | +20.9% | 8,842 | +24.8% | 0.32% | +21.2% |
| Q4 2021 | $320,000 | – | 7,084 | – | 0.26% | – |
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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% |