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 | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $254,000 | -94.0% | 5,471 | -94.3% | 0.04% | -91.4% |
| Q4 2018 | $4,262,000 | -6.7% | 95,670 | +0.2% | 0.43% | -19.6% |
| Q3 2017 | $4,569,000 | +27.7% | 95,524 | +27.8% | 0.54% | +38.8% |
| Q2 2017 | $3,577,000 | +1496.9% | 74,741 | +1479.8% | 0.39% | +4737.5% |
| Q3 2016 | $224,000 | -94.3% | 4,731 | -94.1% | 0.01% | -96.3% |
| Q3 2014 | $3,963,000 | -11.9% | 80,079 | -9.3% | 0.22% | +11.9% |
| Q2 2014 | $4,500,000 | +25.0% | 88,287 | +23.1% | 0.19% | -14.9% |
| Q1 2014 | $3,600,000 | +257.5% | 71,747 | +259.6% | 0.23% | +192.3% |
| Q4 2013 | $1,007,000 | – | 19,954 | – | 0.08% | – |
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% |