ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 203 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $10,068,000 | +105.3% | 216,848 | +105.6% | 4.80% | +31.4% |
| Q3 2019 | $4,904,000 | -57.3% | 105,490 | -57.1% | 3.65% | -49.7% |
| Q1 2019 | $11,485,000 | +13.8% | 245,881 | +12.0% | 7.27% | +7.2% |
| Q3 2018 | $10,094,000 | +629.9% | 219,570 | +640.4% | 6.78% | +802.1% |
| Q2 2018 | $1,383,000 | +1.8% | 29,655 | +2.1% | 0.75% | -13.9% |
| Q1 2018 | $1,358,000 | +137.0% | 29,032 | +142.1% | 0.87% | +111.1% |
| Q1 2017 | $573,000 | – | 11,994 | – | 0.41% | – |
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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% |