ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 180 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $220,000 | +7.3% | 4,859 | +8.6% | 0.02% | -8.0% |
| Q3 2021 | $205,000 | -12.4% | 4,475 | -11.1% | 0.02% | -77.3% |
| Q3 2019 | $234,000 | -91.3% | 5,035 | -13.0% | 0.11% | +0.9% |
| Q2 2019 | $2,701,000 | +757.5% | 5,785 | -14.3% | 0.11% | -23.8% |
| Q1 2019 | $315,000 | +9.8% | 6,747 | +4.7% | 0.14% | -15.4% |
| Q4 2018 | $287,000 | -8.9% | 6,445 | -3.7% | 0.17% | +25.2% |
| Q3 2018 | $315,000 | +2.3% | 6,695 | +1.3% | 0.14% | -6.9% |
| Q2 2018 | $308,000 | +1.0% | 6,610 | +1.5% | 0.14% | -4.6% |
| Q1 2018 | $305,000 | -9.0% | 6,510 | -7.1% | 0.15% | -26.2% |
| Q4 2017 | $335,000 | 0.0% | 7,010 | 0.0% | 0.21% | -2.8% |
| Q3 2017 | $335,000 | -21.0% | 7,010 | -20.9% | 0.21% | -21.2% |
| Q2 2017 | $424,000 | -10.4% | 8,860 | -10.6% | 0.27% | -5.3% |
| Q1 2017 | $473,000 | -39.1% | 9,910 | -39.6% | 0.28% | -53.9% |
| Q4 2016 | $777,000 | – | 16,410 | – | 0.62% | – |
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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% |