Lattice Strategies LLC - ISHARES TR ownership

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
Lattice Strategies LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2019$1,370,000
+1.1%
29,340
-3.5%
1.26%
+6.7%
Q4 2018$1,355,000
-18.1%
30,410
-13.4%
1.18%
-8.1%
Q3 2018$1,654,000
-1.4%
35,135
-2.3%
1.28%
-2.4%
Q2 2018$1,677,000
-3.0%
35,975
-2.6%
1.31%
+4.5%
Q1 2018$1,728,000
+166.3%
36,930
+168.4%
1.25%
+167.4%
Q4 2017$649,000
-2.6%
13,760
-1.2%
0.47%
-6.4%
Q3 2017$666,000
-5.1%
13,925
-5.0%
0.50%
-7.1%
Q2 2017$702,000
-21.0%
14,665
-21.2%
0.54%
-22.3%
Q1 2017$889,000
-45.7%
18,605
-46.2%
0.69%
-48.0%
Q4 2016$1,637,000
-3.0%
34,590
-3.1%
1.34%
+3.6%
Q3 2016$1,688,000
-4.2%
35,695
-6.1%
1.29%
-6.5%
Q2 2016$1,762,000
+17.9%
38,025
+14.6%
1.38%
+18.6%
Q1 2016$1,494,000
+24.6%
33,180
+23.3%
1.16%
+22.8%
Q4 2015$1,199,00026,9150.95%
Other shareholders
ISHARES TR shareholders Q4 2017
NameSharesValueWeighting ↓
Liberty Mutual Group Asset Management Inc. 3,070,354$127,97229.02%
KilterHowling LLC 351,015$14,630,29414.27%
DELPHI FINANCIAL GROUP, INC. 607,950$25,339,35612.49%
Mader & Shannon Wealth Management, Inc. 441,347$18,395,34312.13%
RETIREMENT FINANCIAL SOLUTIONS, LLC 341,117$14,217,75511.30%
Thrive Capital Management, LLC 211,453$8,735,1435.51%
FINANCIAL ADVISORY PARTNERS, LLC 315,286$13,141,1205.20%
Financial Strategies Group, Inc. 321,271$13,390,5755.16%
Powers Advisory Group, LLC 161,109$6,715,0054.69%
Sound Income Strategies, LLC 1,013,376$42,237,5114.59%
View complete list of ISHARES TR shareholders