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 2019 | $7,200,000 | +10.6% | 154,854 | +11.1% | 0.04% | +11.8% |
| Q2 2019 | $6,510,000 | +40.0% | 139,412 | +40.1% | 0.03% | +41.7% |
| Q1 2019 | $4,649,000 | +167.0% | 99,523 | +154.7% | 0.02% | +140.0% |
| Q4 2018 | $1,741,000 | +17.2% | 39,073 | +23.9% | 0.01% | +25.0% |
| Q3 2018 | $1,485,000 | +7.8% | 31,548 | +6.7% | 0.01% | 0.0% |
| Q2 2018 | $1,378,000 | -6.6% | 29,565 | -6.2% | 0.01% | 0.0% |
| Q1 2018 | $1,475,000 | -5.8% | 31,519 | -5.1% | 0.01% | -11.1% |
| Q4 2017 | $1,565,000 | -0.3% | 33,198 | +1.2% | 0.01% | 0.0% |
| Q3 2017 | $1,569,000 | +5.4% | 32,810 | +3.2% | 0.01% | 0.0% |
| Q2 2017 | $1,488,000 | +23.7% | 31,807 | +23.7% | 0.01% | +12.5% |
| Q1 2017 | $1,203,000 | +22.4% | 25,713 | +22.3% | 0.01% | +33.3% |
| Q4 2016 | $983,000 | +2.6% | 21,032 | +3.7% | 0.01% | 0.0% |
| Q3 2016 | $958,000 | +29.5% | 20,291 | +25.4% | 0.01% | +20.0% |
| Q2 2016 | $740,000 | – | 16,186 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sound Income Strategies, LLC | 1,025,983 | $46,621,000 | 10.29% |
| Donoghue Forlines LLC | 815,474 | $37,055,000 | 7.16% |
| Divergent Planning, LLC | 163,451 | $7,427,000 | 7.11% |
| Clearwater Capital Advisors, LLC | 1,075,847 | $48,886,000 | 6.49% |
| Kathmere Capital Management, LLC | 635,649 | $28,884,000 | 6.21% |
| MBM Wealth Consultants, LLC | 250,348 | $11,376,000 | 6.19% |
| Williams Financial, LLC | 137,861 | $6,264,000 | 5.92% |
| IRONWOOD WEALTH MANAGEMENT, INC. | 135,159 | $6,142,000 | 5.53% |
| Thrive Capital Management, LLC | 112,977 | $5,134,000 | 5.46% |
| Advisor OS, LLC | 243,205 | $19,305,000 | 5.18% |