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 | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $13,000 | +8.3% | 313 | 0.0% | 0.01% | -13.3% |
| Q1 2020 | $12,000 | -20.0% | 313 | 0.0% | 0.02% | 0.0% |
| Q4 2019 | $15,000 | 0.0% | 313 | 0.0% | 0.02% | -6.2% |
| Q2 2019 | $15,000 | 0.0% | 313 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $15,000 | +7.1% | 313 | 0.0% | 0.02% | +6.7% |
| Q4 2018 | $14,000 | -6.7% | 313 | 0.0% | 0.02% | +7.1% |
| Q3 2018 | $15,000 | 0.0% | 313 | 0.0% | 0.01% | -6.7% |
| Q2 2018 | $15,000 | 0.0% | 313 | 0.0% | 0.02% | +15.4% |
| Q1 2018 | $15,000 | 0.0% | 313 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $15,000 | – | 313 | – | 0.01% | – |
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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% |