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 | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $223,000 | -0.9% | 4,796 | -0.2% | 0.06% | -10.3% |
| Q2 2019 | $225,000 | +8.7% | 4,808 | +8.5% | 0.07% | +4.6% |
| Q1 2019 | $207,000 | -5.9% | 4,430 | -5.1% | 0.06% | -19.8% |
| Q4 2017 | $220,000 | -5.6% | 4,667 | -4.1% | 0.08% | -8.0% |
| Q3 2017 | $233,000 | -5.3% | 4,866 | -5.3% | 0.09% | -9.3% |
| Q2 2017 | $246,000 | -57.1% | 5,139 | -57.1% | 0.10% | -57.8% |
| Q1 2017 | $573,000 | -12.0% | 11,988 | -12.9% | 0.23% | -17.6% |
| Q4 2016 | $651,000 | +7.4% | 13,771 | +32.7% | 0.28% | +14.8% |
| Q3 2016 | $606,000 | +26.0% | 10,380 | 0.0% | 0.24% | +25.3% |
| Q2 2016 | $481,000 | – | 10,380 | – | 0.19% | – |
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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% |