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 | $195,795 | +8.9% | 4,772 | +10.0% | 0.00% | 0.0% |
Q2 2023 | $179,810 | +136.9% | 4,338 | +138.2% | 0.00% | +100.0% |
Q1 2023 | $75,899 | +321.7% | 1,821 | +315.8% | 0.00% | – |
Q1 2020 | $18,000 | -76.3% | 438 | -73.4% | 0.00% | -100.0% |
Q4 2019 | $76,000 | -46.1% | 1,644 | -45.9% | 0.00% | -66.7% |
Q3 2019 | $141,000 | -2.1% | 3,041 | -1.1% | 0.00% | 0.0% |
Q2 2019 | $144,000 | +2.9% | 3,075 | +2.7% | 0.00% | +50.0% |
Q1 2019 | $140,000 | +53.8% | 2,994 | +45.8% | 0.00% | 0.0% |
Q4 2018 | $91,000 | +54.2% | 2,053 | +62.5% | 0.00% | +100.0% |
Q3 2018 | $59,000 | +1375.0% | 1,263 | +1385.9% | 0.00% | – |
Q2 2018 | $4,000 | 0.0% | 85 | 0.0% | 0.00% | – |
Q1 2018 | $4,000 | 0.0% | 85 | 0.0% | 0.00% | – |
Q4 2017 | $4,000 | 0.0% | 85 | 0.0% | 0.00% | – |
Q3 2017 | $4,000 | 0.0% | 85 | 0.0% | 0.00% | – |
Q2 2017 | $4,000 | – | 85 | – | 0.00% | – |
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% |