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 | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $2,932,000 | +1.9% | 73,368 | +18.4% | 0.26% | +28.0% |
| Q4 2019 | $2,878,000 | +3.1% | 61,987 | +2.7% | 0.21% | -2.4% |
| Q3 2019 | $2,792,000 | -47.4% | 60,337 | -47.0% | 0.21% | -46.9% |
| Q2 2019 | $5,303,000 | -4.8% | 113,887 | -4.9% | 0.40% | -15.3% |
| Q1 2019 | $5,572,000 | +5.6% | 119,719 | +3.6% | 0.47% | +0.2% |
| Q4 2018 | $5,277,000 | -28.0% | 115,523 | -26.4% | 0.47% | -63.8% |
| Q2 2018 | $7,334,000 | +51.9% | 157,051 | +52.2% | 1.30% | +337.4% |
| Q1 2018 | $4,828,000 | +7.7% | 103,205 | +8.7% | 0.30% | -36.7% |
| Q4 2017 | $4,482,000 | +27.5% | 94,955 | +29.3% | 0.47% | -6.9% |
| Q2 2017 | $3,514,000 | – | 73,429 | – | 0.50% | – |
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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% |