ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 7 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $547,258 | -8.3% | 13,338 | -7.4% | 0.00% | 0.0% |
| Q2 2023 | $596,797 | -7.7% | 14,398 | -7.2% | 0.00% | 0.0% |
| Q1 2023 | $646,457 | +29.1% | 15,510 | +26.7% | 0.00% | +50.0% |
| Q4 2022 | $500,739 | +2.2% | 12,246 | -0.2% | 0.00% | -33.3% |
| Q3 2022 | $490,000 | +5.6% | 12,268 | +7.3% | 0.00% | +50.0% |
| Q2 2022 | $464,000 | -15.5% | 11,438 | -8.5% | 0.00% | 0.0% |
| Q1 2022 | $549,000 | -3.0% | 12,499 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $566,000 | +3437.5% | 12,499 | +3471.1% | 0.00% | – |
| Q3 2021 | $16,000 | +45.5% | 350 | +44.6% | 0.00% | – |
| Q2 2021 | $11,000 | 0.0% | 242 | 0.0% | 0.00% | – |
| Q1 2021 | $11,000 | +37.5% | 242 | +36.7% | 0.00% | – |
| Q4 2020 | $8,000 | -84.9% | 177 | -85.4% | 0.00% | – |
| Q3 2020 | $53,000 | +5200.0% | 1,211 | +5404.5% | 0.00% | – |
| Q2 2020 | $1,000 | -98.0% | 22 | -98.2% | 0.00% | – |
| Q1 2020 | $49,000 | -10.9% | 1,194 | 0.0% | 0.00% | – |
| Q4 2019 | $55,000 | -1.8% | 1,194 | 0.0% | 0.00% | – |
| Q3 2019 | $56,000 | +24.4% | 1,194 | +18.3% | 0.00% | – |
| Q4 2018 | $45,000 | +542.9% | 1,009 | +586.4% | 0.00% | – |
| Q4 2015 | $7,000 | – | 147 | – | 0.00% | – |
Download | ||||||
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% |