ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 215 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $48,791,000 | +33.8% | 1,110,153 | +30.6% | 0.91% | +19.4% |
| Q2 2020 | $36,468,000 | +45.6% | 850,248 | +38.8% | 0.76% | +19.1% |
| Q1 2020 | $25,039,000 | +553.6% | 612,661 | +642.6% | 0.64% | +643.0% |
| Q4 2019 | $3,831,000 | -3.4% | 82,504 | -3.2% | 0.09% | -14.0% |
| Q3 2019 | $3,964,000 | -6.5% | 85,265 | -6.1% | 0.10% | -12.3% |
| Q2 2019 | $4,239,000 | -5.6% | 90,764 | -5.6% | 0.11% | -11.6% |
| Q1 2019 | $4,490,000 | -0.6% | 96,117 | -5.2% | 0.13% | -12.2% |
| Q4 2018 | $4,518,000 | -11.7% | 101,405 | -6.6% | 0.15% | 0.0% |
| Q3 2018 | $5,114,000 | +3.8% | 108,614 | +2.8% | 0.15% | -3.3% |
| Q2 2018 | $4,927,000 | +4.3% | 105,684 | +4.7% | 0.15% | 0.0% |
| Q1 2018 | $4,723,000 | -1.1% | 100,937 | -0.4% | 0.15% | -0.7% |
| Q4 2017 | $4,776,000 | 0.0% | 101,338 | +1.5% | 0.15% | -10.0% |
| Q3 2017 | $4,776,000 | +7.0% | 99,853 | +7.1% | 0.17% | -1.2% |
| Q2 2017 | $4,463,000 | +13.3% | 93,243 | +13.1% | 0.17% | +6.2% |
| Q1 2017 | $3,939,000 | +22.9% | 82,439 | +21.8% | 0.16% | +10.2% |
| Q4 2016 | $3,204,000 | +41.3% | 67,689 | +41.2% | 0.15% | +33.6% |
| Q3 2016 | $2,267,000 | +63.7% | 47,940 | +60.4% | 0.11% | +50.7% |
| Q2 2016 | $1,385,000 | +118.1% | 29,895 | +112.1% | 0.07% | +102.8% |
| Q1 2016 | $635,000 | – | 14,092 | – | 0.04% | – |
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% |