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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,545,650 | +49.0% | 62,044 | +50.5% | 1.61% | +45.6% |
| Q2 2023 | $1,708,993 | +22.7% | 41,230 | +23.4% | 1.11% | +13.1% |
| Q1 2023 | $1,392,852 | +6.3% | 33,418 | +4.3% | 0.98% | -0.3% |
| Q4 2022 | $1,310,743 | +19.6% | 32,055 | +16.8% | 0.98% | +12.0% |
| Q3 2022 | $1,096,000 | +5.3% | 27,436 | +6.8% | 0.88% | +11.2% |
| Q2 2022 | $1,041,000 | +104.9% | 25,682 | +122.0% | 0.79% | +352.9% |
| Q1 2022 | $508,000 | +104.0% | 11,570 | +110.4% | 0.17% | +6.7% |
| Q4 2021 | $249,000 | +4.6% | 5,500 | +5.6% | 0.16% | -4.1% |
| Q3 2021 | $238,000 | +8.7% | 5,206 | +9.7% | 0.17% | +4.9% |
| Q2 2021 | $219,000 | -0.5% | 4,744 | -1.1% | 0.16% | -5.8% |
| Q1 2021 | $220,000 | +0.9% | 4,797 | +0.1% | 0.17% | -6.0% |
| Q4 2020 | $218,000 | -73.9% | 4,790 | -73.4% | 0.18% | -66.5% |
| Q4 2019 | $834,000 | -5.8% | 17,974 | -5.6% | 0.55% | -13.5% |
| Q3 2019 | $885,000 | -26.1% | 19,038 | -25.7% | 0.63% | -15.5% |
| Q2 2019 | $1,197,000 | -18.5% | 25,636 | -18.4% | 0.75% | -5.1% |
| Q1 2019 | $1,468,000 | +5.3% | 31,428 | +0.4% | 0.79% | -6.5% |
| Q4 2018 | $1,394,000 | – | 31,304 | – | 0.84% | – |
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% |