ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 165 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $3,048,000 | +3.0% | 67,085 | -0.4% | 1.86% | -5.5% |
| Q3 2020 | $2,960,000 | +5.4% | 67,338 | +2.8% | 1.97% | +0.7% |
| Q2 2020 | $2,809,000 | +14.7% | 65,485 | +9.3% | 1.96% | -10.1% |
| Q1 2020 | $2,448,000 | +23.3% | 59,893 | +40.1% | 2.17% | +66.0% |
| Q4 2019 | $1,985,000 | +28.7% | 42,743 | +28.8% | 1.31% | +27.7% |
| Q3 2019 | $1,542,000 | +51.5% | 33,177 | +52.2% | 1.03% | +48.3% |
| Q2 2019 | $1,018,000 | +8.6% | 21,803 | +8.6% | 0.69% | +8.3% |
| Q1 2019 | $937,000 | -4.2% | 20,068 | -8.6% | 0.64% | -17.0% |
| Q4 2018 | $978,000 | +122.3% | 21,954 | +135.2% | 0.77% | +234.8% |
| Q3 2018 | $440,000 | +1.6% | 9,335 | +0.6% | 0.23% | +7.0% |
| Q2 2018 | $433,000 | +0.9% | 9,280 | +1.2% | 0.22% | +11.4% |
| Q1 2018 | $429,000 | +2.1% | 9,170 | +2.9% | 0.19% | +10.9% |
| Q4 2017 | $420,000 | +13.8% | 8,911 | +15.4% | 0.17% | +10.8% |
| Q3 2017 | $369,000 | +15.3% | 7,723 | +15.4% | 0.16% | +9.8% |
| Q2 2017 | $320,000 | +0.3% | 6,693 | +0.2% | 0.14% | 0.0% |
| Q1 2017 | $319,000 | +29.1% | 6,682 | +25.5% | 0.14% | +14.4% |
| Q2 2016 | $247,000 | -43.6% | 5,323 | -45.3% | 0.12% | -37.5% |
| Q1 2016 | $438,000 | – | 9,723 | – | 0.20% | – |
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% |