ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 477 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $953,143 | +295.1% | 22,995 | +289.7% | 0.59% | +178.4% |
Q4 2022 | $241,269 | -91.4% | 5,900 | -91.6% | 0.21% | -94.3% |
Q3 2022 | $2,797,000 | -1.9% | 70,040 | -0.4% | 3.76% | -9.8% |
Q2 2022 | $2,852,000 | +293.9% | 70,341 | +327.2% | 4.16% | +491.3% |
Q1 2022 | $724,000 | -40.8% | 16,465 | -39.0% | 0.70% | +6.7% |
Q4 2021 | $1,224,000 | – | 27,012 | – | 0.66% | – |
Download |
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% |