ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 375 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $15,000 | -48.3% | 345 | -51.5% | 0.00% | -50.0% |
| Q1 2020 | $29,000 | -12.1% | 711 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $33,000 | 0.0% | 711 | +0.9% | 0.00% | 0.0% |
| Q3 2019 | $33,000 | 0.0% | 705 | +0.6% | 0.00% | 0.0% |
| Q2 2019 | $33,000 | -60.2% | 701 | -60.6% | 0.00% | -60.0% |
| Q1 2019 | $83,000 | +196.4% | 1,777 | +183.9% | 0.01% | +150.0% |
| Q4 2018 | $28,000 | -59.4% | 626 | -57.0% | 0.00% | -50.0% |
| Q3 2018 | $69,000 | +245.0% | 1,456 | +242.6% | 0.01% | +300.0% |
| Q2 2018 | $20,000 | -25.9% | 425 | -25.4% | 0.00% | -33.3% |
| Q1 2018 | $27,000 | +42.1% | 570 | +44.7% | 0.00% | +50.0% |
| Q4 2017 | $19,000 | -57.8% | 394 | -57.7% | 0.00% | -66.7% |
| Q3 2017 | $45,000 | +125.0% | 932 | +121.9% | 0.01% | +100.0% |
| Q2 2017 | $20,000 | – | 420 | – | 0.00% | – |
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% |