ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 364 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $399,000 | -3.6% | 9,762 | +9.6% | 0.35% | +12.5% |
| Q4 2019 | $414,000 | -8.2% | 8,908 | -8.2% | 0.31% | -14.3% |
| Q3 2019 | $451,000 | +0.9% | 9,700 | +1.4% | 0.36% | +6.7% |
| Q2 2019 | $447,000 | +13.2% | 9,564 | +13.2% | 0.34% | +0.9% |
| Q1 2019 | $395,000 | -1.0% | 8,451 | -5.6% | 0.34% | -10.6% |
| Q4 2018 | $399,000 | -14.7% | 8,957 | -9.9% | 0.38% | -4.5% |
| Q3 2018 | $468,000 | +6.6% | 9,938 | +5.5% | 0.40% | +5.3% |
| Q2 2018 | $439,000 | +3.3% | 9,421 | +3.7% | 0.38% | +6.5% |
| Q1 2018 | $425,000 | +0.2% | 9,088 | +1.0% | 0.35% | +11.4% |
| Q4 2017 | $424,000 | +9.6% | 9,000 | +11.3% | 0.32% | +3.6% |
| Q3 2017 | $387,000 | +7.2% | 8,087 | +7.3% | 0.31% | -0.3% |
| Q2 2017 | $361,000 | +10.1% | 7,540 | +9.8% | 0.31% | +3.4% |
| Q1 2017 | $328,000 | +10.4% | 6,866 | +9.4% | 0.30% | +0.7% |
| Q4 2016 | $297,000 | +38.8% | 6,278 | +39.0% | 0.30% | +30.5% |
| Q3 2016 | $214,000 | – | 4,516 | – | 0.23% | – |
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% |