ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 331 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $529,000 | -1.1% | 11,576 | -0.3% | 0.04% | -2.8% |
| Q2 2021 | $535,000 | +0.8% | 11,613 | +0.3% | 0.04% | -7.7% |
| Q1 2021 | $531,000 | -61.2% | 11,581 | -61.5% | 0.04% | -62.9% |
| Q4 2020 | $1,367,000 | -77.9% | 30,090 | -78.3% | 0.10% | -80.6% |
| Q3 2020 | $6,199,000 | +3.9% | 138,625 | -0.4% | 0.54% | -5.7% |
| Q2 2020 | $5,967,000 | +459.2% | 139,118 | +432.9% | 0.57% | +366.7% |
| Q1 2020 | $1,067,000 | -82.4% | 26,106 | -80.0% | 0.12% | -78.3% |
| Q4 2019 | $6,051,000 | +807.2% | 130,319 | +808.2% | 0.57% | +697.2% |
| Q3 2019 | $667,000 | +15.4% | 14,349 | +16.0% | 0.07% | +18.3% |
| Q2 2019 | $578,000 | +10.9% | 12,367 | +10.8% | 0.06% | +5.3% |
| Q1 2019 | $521,000 | – | 11,160 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sound Income Strategies, LLC | 731,662 | $34,169,000 | 11.82% |
| WP Advisors, LLC | 157,002 | $7,332,000 | 8.18% |
| Leicht Financial Planning & Wealth Management, Inc. | 120,011 | $5,605,000 | 5.49% |
| RETIREMENT CAPITAL STRATEGIES | 233,231 | $10,892,000 | 5.43% |
| MBM Wealth Consultants, LLC | 132,641 | $6,194,000 | 5.15% |
| Bernicke Wealth Management, Ltd. | 182,289 | $8,513,000 | 5.10% |
| Occidental Asset Management, LLC | 173,806 | $8,117,000 | 3.65% |
| Probity Advisors, Inc. | 229,778 | $10,731,000 | 3.56% |
| Redhawk Wealth Advisors, Inc. | 190,267 | $8,885,000 | 3.53% |
| Transform Wealth, LLC | 477,480 | $22,298,000 | 3.28% |