ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 477 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,386,715 | -1.7% | 58,170 | -0.7% | 0.09% | +5.7% |
| Q2 2023 | $2,429,177 | -75.0% | 58,605 | -74.9% | 0.09% | -75.8% |
| Q1 2023 | $9,734,989 | +2.3% | 233,565 | +0.4% | 0.36% | -2.4% |
| Q4 2022 | $9,514,899 | +2.2% | 232,695 | -0.2% | 0.37% | -4.7% |
| Q3 2022 | $9,309,000 | +3.4% | 233,065 | +5.0% | 0.39% | +10.9% |
| Q2 2022 | $9,001,000 | -7.4% | 221,965 | +0.4% | 0.35% | +5.8% |
| Q1 2022 | $9,719,000 | -15.4% | 221,085 | -12.8% | 0.33% | -14.3% |
| Q4 2021 | $11,487,000 | +15.6% | 253,585 | +16.6% | 0.38% | +9.4% |
| Q3 2021 | $9,941,000 | +0.2% | 217,535 | +1.0% | 0.35% | -2.0% |
| Q2 2021 | $9,919,000 | +17.6% | 215,360 | +16.9% | 0.36% | +12.2% |
| Q1 2021 | $8,436,000 | +69.4% | 184,160 | +68.0% | 0.32% | +58.7% |
| Q4 2020 | $4,980,000 | +4.9% | 109,605 | +1.5% | 0.20% | -5.6% |
| Q3 2020 | $4,746,000 | +0.9% | 107,980 | -1.6% | 0.21% | -6.6% |
| Q2 2020 | $4,705,000 | +5.4% | 109,700 | +0.4% | 0.23% | -16.5% |
| Q1 2020 | $4,465,000 | – | 109,250 | – | 0.27% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Liberty Mutual Group Asset Management Inc. | 3,070,354 | $127,972 | 29.02% |
| KilterHowling LLC | 351,015 | $14,630,294 | 14.27% |
| DELPHI FINANCIAL GROUP, INC. | 607,950 | $25,339,356 | 12.49% |
| Mader & Shannon Wealth Management, Inc. | 441,347 | $18,395,343 | 12.13% |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | 341,117 | $14,217,755 | 11.30% |
| Thrive Capital Management, LLC | 211,453 | $8,735,143 | 5.51% |
| FINANCIAL ADVISORY PARTNERS, LLC | 315,286 | $13,141,120 | 5.20% |
| Financial Strategies Group, Inc. | 321,271 | $13,390,575 | 5.16% |
| Powers Advisory Group, LLC | 161,109 | $6,715,005 | 4.69% |
| Sound Income Strategies, LLC | 1,013,376 | $42,237,511 | 4.59% |