ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 165 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $8,611,000 | +3.7% | 185,452 | +3.8% | 8.89% | -6.6% |
| Q3 2019 | $8,307,000 | +13.3% | 178,675 | +13.8% | 9.52% | +16.5% |
| Q2 2019 | $7,332,000 | -90.2% | 157,002 | -1.6% | 8.18% | +0.8% |
| Q1 2019 | $74,533,000 | +969.6% | 159,565 | +2.0% | 8.11% | +18.1% |
| Q4 2018 | $6,968,000 | -28.8% | 156,412 | -24.8% | 6.87% | -24.6% |
| Q3 2018 | $9,787,000 | +1.6% | 207,877 | +0.6% | 9.11% | +0.2% |
| Q2 2018 | $9,637,000 | +1.4% | 206,720 | +1.8% | 9.09% | -11.4% |
| Q1 2018 | $9,504,000 | -1.9% | 203,119 | -1.2% | 10.26% | +9.4% |
| Q4 2017 | $9,693,000 | +9.3% | 205,661 | +11.0% | 9.38% | +40.1% |
| Q3 2017 | $8,865,000 | +9.1% | 185,340 | +9.2% | 6.70% | +13.8% |
| Q2 2017 | $8,122,000 | +2.3% | 169,705 | +2.1% | 5.89% | +18.0% |
| Q1 2017 | $7,943,000 | +6.1% | 166,242 | +5.1% | 4.99% | -4.6% |
| Q4 2016 | $7,486,000 | – | 158,143 | – | 5.23% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sound Income Strategies, LLC | 731,662 | $34,169,000 | 11.82% |
| WP Advisors, LLC | 157,002 | $7,332,000 | 8.18% |
| Leicht Financial Planning & Wealth Management, Inc. | 120,011 | $5,605,000 | 5.49% |
| RETIREMENT CAPITAL STRATEGIES | 233,231 | $10,892,000 | 5.43% |
| MBM Wealth Consultants, LLC | 132,641 | $6,194,000 | 5.15% |
| Bernicke Wealth Management, Ltd. | 182,289 | $8,513,000 | 5.10% |
| Occidental Asset Management, LLC | 173,806 | $8,117,000 | 3.65% |
| Probity Advisors, Inc. | 229,778 | $10,731,000 | 3.56% |
| Redhawk Wealth Advisors, Inc. | 190,267 | $8,885,000 | 3.53% |
| Transform Wealth, LLC | 477,480 | $22,298,000 | 3.28% |