ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 375 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $269,000 | +59.2% | 5,929 | +54.4% | 0.08% | +39.3% |
| Q3 2020 | $169,000 | -28.7% | 3,840 | -30.5% | 0.06% | -8.2% |
| Q2 2020 | $237,000 | +347.2% | 5,526 | +323.8% | 0.06% | +165.2% |
| Q1 2020 | $53,000 | +39.5% | 1,304 | +61.0% | 0.02% | +76.9% |
| Q3 2019 | $38,000 | +72.7% | 810 | +67.0% | 0.01% | +85.7% |
| Q2 2019 | $22,000 | -4.3% | 485 | 0.0% | 0.01% | -12.5% |
| Q1 2019 | $23,000 | – | 485 | – | 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% |