ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 114 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $86,000 | +207.1% | 2,118 | +241.6% | 0.01% | +200.0% |
| Q4 2021 | $28,000 | +3.7% | 620 | +6.9% | 0.00% | 0.0% |
| Q3 2021 | $27,000 | +35.0% | 580 | +30.3% | 0.00% | +50.0% |
| Q2 2021 | $20,000 | +185.7% | 445 | +196.7% | 0.00% | +100.0% |
| Q1 2021 | $7,000 | +75.0% | 150 | +57.9% | 0.00% | 0.0% |
| Q4 2020 | $4,000 | 0.0% | 95 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $4,000 | 0.0% | 95 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $4,000 | -63.6% | 95 | -64.2% | 0.00% | -66.7% |
| Q1 2020 | $11,000 | -26.7% | 265 | -15.9% | 0.00% | -25.0% |
| Q4 2019 | $15,000 | -93.4% | 315 | -93.5% | 0.00% | -98.1% |
| Q4 2017 | $229,000 | -5.0% | 4,860 | -3.7% | 0.21% | -4.6% |
| Q3 2017 | $241,000 | -4.7% | 5,045 | -4.5% | 0.22% | +34.6% |
| Q2 2017 | $253,000 | -14.5% | 5,285 | -15.4% | 0.16% | -35.5% |
| Q4 2016 | $296,000 | – | 6,250 | – | 0.25% | – |
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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% |