ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 7 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $149,722 | -1.0% | 3,650 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $151,292 | -0.6% | 3,650 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $152,131 | -17.3% | 3,650 | -18.9% | 0.00% | -25.0% |
| Q4 2022 | $183,917 | +2.2% | 4,499 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $180,000 | -2.2% | 4,499 | -0.8% | 0.00% | 0.0% |
| Q2 2022 | $184,000 | -97.2% | 4,534 | -97.0% | 0.00% | -96.4% |
| Q1 2022 | $6,659,000 | -5.0% | 151,499 | -2.1% | 0.11% | -1.8% |
| Q4 2021 | $7,011,000 | +6.6% | 154,809 | +7.5% | 0.11% | -5.0% |
| Q3 2021 | $6,579,000 | -7.2% | 143,975 | -6.5% | 0.12% | -4.8% |
| Q2 2021 | $7,092,000 | +0.2% | 153,975 | -0.3% | 0.13% | -8.0% |
| Q1 2021 | $7,076,000 | -1.9% | 154,475 | -2.7% | 0.14% | -11.0% |
| Q4 2020 | $7,216,000 | +2.9% | 158,825 | -0.5% | 0.15% | -7.8% |
| Q3 2020 | $7,015,000 | +40.4% | 159,600 | +36.9% | 0.17% | +20.1% |
| Q2 2020 | $4,998,000 | – | 116,550 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mader & Shannon Wealth Management, Inc. | 489,395 | $20,011,000 | 13.24% |
| KilterHowling LLC | 287,862 | $11,770,662 | 12.45% |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | 307,897 | $12,589,911 | 10.70% |
| DELPHI FINANCIAL GROUP, INC. | 308,350 | $12,611,515 | 6.35% |
| Thrive Capital Management, LLC | 208,461 | $8,523,978 | 5.57% |
| Gallagher Benefit Services, Inc. | 645,888 | $26,410,402 | 5.55% |
| F3Logic, LLC | 645,888 | $26,410,402 | 5.55% |
| Sound Income Strategies, LLC | 1,035,667 | $42,348,418 | 5.40% |
| FinDec Wealth Services, Inc. | 156,358 | $6,393,479 | 5.28% |
| FINANCIAL ADVISORY PARTNERS, LLC | 311,634 | $12,742,714 | 5.25% |