ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 291 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $6,606,000 | +48.6% | 142,279 | +48.8% | 0.05% | +39.4% |
| Q3 2019 | $4,446,000 | +24.4% | 95,612 | +25.0% | 0.03% | +22.2% |
| Q2 2019 | $3,573,000 | +63.5% | 76,469 | +63.6% | 0.03% | +50.0% |
| Q1 2019 | $2,185,000 | +74.8% | 46,739 | +66.6% | 0.02% | +50.0% |
| Q4 2018 | $1,250,000 | -22.8% | 28,055 | -18.4% | 0.01% | -25.0% |
| Q3 2018 | $1,620,000 | -52.6% | 34,394 | -53.0% | 0.02% | -66.0% |
| Q2 2018 | $3,415,000 | +5.3% | 73,231 | +5.7% | 0.05% | +4.4% |
| Q1 2018 | $3,242,000 | +21.9% | 69,275 | +22.8% | 0.04% | +25.0% |
| Q4 2017 | $2,659,000 | +37.3% | 56,417 | +39.3% | 0.04% | +20.0% |
| Q3 2017 | $1,936,000 | -21.8% | 40,500 | -21.8% | 0.03% | -31.8% |
| Q2 2017 | $2,477,000 | +40.7% | 51,786 | +40.6% | 0.04% | +22.2% |
| Q1 2017 | $1,761,000 | +2.5% | 36,840 | +1.5% | 0.04% | -7.7% |
| Q4 2016 | $1,718,000 | +294.0% | 36,294 | +293.8% | 0.04% | +290.0% |
| Q3 2016 | $436,000 | -0.7% | 9,216 | -3.6% | 0.01% | -16.7% |
| Q2 2016 | $439,000 | – | 9,558 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Divergent Planning, LLC | 363,684 | $14,747,000 | 10.60% |
| KilterHowling LLC | 216,961 | $8,797,756 | 9.88% |
| Williams Financial, LLC | 208,856 | $8,469,000 | 6.89% |
| Thrive Capital Management, LLC | 232,513 | $9,428,000 | 6.53% |
| Sound Income Strategies, LLC | 1,045,901 | $42,411,000 | 5.66% |
| Matthew Goff Investment Advisor, LLC | 493,701 | $20,020,000 | 5.39% |
| Legacy Financial Group LLC | 418,144 | $16,956,000 | 5.35% |
| Regal Wealth Group, Inc. | 180,706 | $7,328,000 | 5.29% |
| FINANCIAL ADVISORY PARTNERS, LLC | 303,352 | $12,300,924 | 5.08% |
| SMITH CHAS P & ASSOCIATES PA CPAS | 1,646,689 | $66,773,000 | 4.81% |