ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 241 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $435,369 | -35.8% | 10,611 | -35.1% | 0.18% | -35.4% |
| Q2 2023 | $677,749 | +0.8% | 16,351 | +0.1% | 0.27% | -9.3% |
| Q1 2023 | $672,350 | +0.6% | 16,339 | +0.0% | 0.30% | +3.4% |
| Q4 2022 | $668,020 | -2.3% | 16,337 | -3.1% | 0.29% | -8.8% |
| Q2 2022 | $684,000 | -2.4% | 16,860 | +5.7% | 0.32% | +8.8% |
| Q1 2022 | $701,000 | -1.3% | 15,947 | +1.7% | 0.29% | -2.6% |
| Q4 2021 | $710,000 | +0.7% | 15,678 | +1.6% | 0.30% | -7.9% |
| Q3 2021 | $705,000 | +4.6% | 15,435 | +5.5% | 0.33% | +2.5% |
| Q2 2021 | $674,000 | +57.8% | 14,634 | +57.1% | 0.32% | +40.4% |
| Q1 2021 | $427,000 | +1.7% | 9,316 | +0.8% | 0.23% | -10.6% |
| Q4 2020 | $420,000 | +9.4% | 9,245 | +5.8% | 0.26% | -1.9% |
| Q3 2020 | $384,000 | +2.4% | 8,741 | 0.0% | 0.26% | -4.8% |
| Q2 2020 | $375,000 | +6.2% | 8,741 | +1.2% | 0.27% | -22.9% |
| Q1 2020 | $353,000 | -3.0% | 8,641 | +10.1% | 0.35% | +26.4% |
| Q4 2019 | $364,000 | +5.8% | 7,847 | +6.0% | 0.28% | +0.7% |
| Q3 2019 | $344,000 | +0.6% | 7,400 | +0.9% | 0.28% | +0.4% |
| Q2 2019 | $342,000 | – | 7,334 | – | 0.28% | – |
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% |