ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 244 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $1,047,000 | +21.6% | 23,047 | +17.7% | 0.50% | +4.8% |
| Q3 2020 | $861,000 | +8.4% | 19,583 | +5.8% | 0.48% | -11.7% |
| Q2 2020 | $794,000 | +7.2% | 18,517 | +2.2% | 0.54% | -11.1% |
| Q1 2020 | $741,000 | -27.4% | 18,120 | -17.5% | 0.61% | -9.6% |
| Q4 2019 | $1,020,000 | -4.1% | 21,969 | -4.0% | 0.67% | -10.1% |
| Q3 2019 | $1,064,000 | +1.0% | 22,877 | +1.5% | 0.74% | +3.8% |
| Q2 2019 | $1,053,000 | -3.6% | 22,541 | -3.6% | 0.72% | +4.2% |
| Q1 2019 | $1,092,000 | -8.5% | 23,377 | -12.8% | 0.69% | -21.0% |
| Q4 2018 | $1,194,000 | -74.3% | 26,802 | -72.8% | 0.87% | -67.1% |
| Q3 2018 | $4,640,000 | -13.6% | 98,563 | -14.5% | 2.65% | -14.0% |
| Q2 2018 | $5,373,000 | -6.0% | 115,256 | -5.7% | 3.08% | +8.7% |
| Q1 2018 | $5,717,000 | -4.2% | 122,183 | -3.5% | 2.84% | -1.4% |
| Q4 2017 | $5,965,000 | -3.1% | 126,565 | -1.7% | 2.88% | -5.4% |
| Q3 2017 | $6,159,000 | +5.6% | 128,768 | +5.6% | 3.04% | +2.0% |
| Q2 2017 | $5,835,000 | -3.8% | 121,910 | -4.0% | 2.98% | -1.8% |
| Q1 2017 | $6,067,000 | +169.6% | 126,977 | +167.2% | 3.04% | +155.1% |
| Q4 2016 | $2,250,000 | – | 47,530 | – | 1.19% | – |
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% |