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 2022 | $33,000 | -8.3% | 815 | 0.0% | 0.00% | +100.0% |
| Q1 2022 | $36,000 | -2.7% | 815 | 0.0% | 0.00% | -50.0% |
| Q4 2021 | $37,000 | -0.7% | 815 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $37,246 | -0.8% | 815 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $37,539 | +0.5% | 815 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $37,335 | +0.8% | 815 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $37,034 | +3.4% | 815 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $35,819 | +2.5% | 815 | 0.0% | 0.00% | -33.3% |
| Q2 2020 | $34,955 | +4.9% | 815 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $33,309 | -12.0% | 815 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $37,840 | -0.1% | 815 | 0.0% | 0.00% | -25.0% |
| Q3 2019 | $37,889 | -0.5% | 815 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $38,061 | -0.0% | 815 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $38,069 | +4.9% | 815 | 0.0% | 0.00% | -20.0% |
| Q4 2018 | $36,308 | -5.4% | 815 | 0.0% | 0.01% | +25.0% |
| Q3 2018 | $38,370 | +174.3% | 815 | +171.7% | 0.00% | +100.0% |
| Q2 2018 | $13,986 | -0.4% | 300 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $14,037 | -0.7% | 300 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $14,139 | -1.5% | 300 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $14,349 | – | 300 | – | 0.00% | – |
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% |