ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 450 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,092,620 | +0.4% | 172,864 | +1.5% | 4.82% | +2.9% |
| Q2 2023 | $7,061,282 | +5.2% | 170,357 | +5.7% | 4.68% | -0.2% |
| Q1 2023 | $6,715,005 | +7.5% | 161,109 | +5.4% | 4.69% | +1.9% |
| Q4 2022 | $6,249,186 | +2.7% | 152,829 | +0.3% | 4.61% | -5.1% |
| Q3 2022 | $6,084,000 | +3.8% | 152,339 | +5.4% | 4.85% | +7.6% |
| Q2 2022 | $5,863,000 | -4.1% | 144,591 | +4.0% | 4.51% | +6.0% |
| Q1 2022 | $6,112,000 | +28.9% | 139,038 | +32.8% | 4.25% | +27.2% |
| Q4 2021 | $4,743,000 | – | 104,692 | – | 3.34% | – |
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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% |