ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 331 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
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 ↓ |
|---|---|---|---|
| BTS Asset Management, Inc. | 949,514 | $41,741,000 | 12.80% |
| Divergent Planning, LLC | 352,028 | $15,419,000 | 9.87% |
| Value Monitoring, Inc. | 36,646 | $1,611,000 | 9.35% |
| Thrive Capital Management, LLC | 269,754 | $11,858,000 | 7.15% |
| B, B, H, & B INC. | 156,560 | $6,882,000 | 6.49% |
| Sound Income Strategies, LLC | 1,077,688 | $47,375,000 | 5.45% |
| Legacy Financial Group LLC | 418,177 | $18,383,000 | 5.39% |
| Kathmere Capital Management, LLC | 715,443 | $31,451,000 | 5.35% |
| IRONWOOD WEALTH MANAGEMENT, INC. | 164,159 | $7,216,000 | 5.21% |
| Regal Wealth Group, Inc. | 187,064 | $8,057,000 | 5.02% |