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 | $1,264,642 | +22.3% | 30,822 | +23.5% | 1.14% | +19.7% |
| Q2 2023 | $1,034,422 | +7.4% | 24,956 | +8.0% | 0.95% | -2.1% |
| Q1 2023 | $962,898 | +38.2% | 23,102 | +35.6% | 0.97% | +26.2% |
| Q4 2022 | $696,872 | +30.5% | 17,043 | +27.6% | 0.77% | +18.4% |
| Q3 2022 | $534,000 | +9.9% | 13,358 | +11.5% | 0.65% | +10.6% |
| Q2 2022 | $486,000 | +36.1% | 11,981 | +47.7% | 0.59% | +56.3% |
| Q1 2022 | $357,000 | +28.9% | 8,111 | +32.5% | 0.38% | +33.9% |
| Q4 2021 | $277,000 | – | 6,122 | – | 0.28% | – |
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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% |