ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 165 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $500,361 | -20.5% | 12,195 | -19.6% | 0.07% | -15.9% |
| Q2 2023 | $629,087 | -22.5% | 15,177 | -22.0% | 0.09% | -26.7% |
| Q1 2023 | $811,385 | +11.6% | 19,467 | +9.5% | 0.12% | +11.1% |
| Q4 2022 | $727,228 | -65.5% | 17,785 | -66.3% | 0.11% | -68.0% |
| Q3 2022 | $2,108,000 | -43.2% | 52,790 | -42.3% | 0.34% | -38.6% |
| Q2 2022 | $3,709,000 | -42.7% | 91,470 | -37.9% | 0.55% | -30.2% |
| Q1 2022 | $6,476,000 | -17.2% | 147,310 | -14.7% | 0.79% | -11.8% |
| Q4 2021 | $7,820,000 | +7.8% | 172,640 | +8.7% | 0.89% | -1.2% |
| Q3 2021 | $7,255,000 | +17.9% | 158,750 | +18.8% | 0.90% | +18.5% |
| Q2 2021 | $6,156,000 | +13.9% | 133,655 | +13.3% | 0.76% | +9.3% |
| Q1 2021 | $5,404,000 | +125.9% | 117,960 | +124.1% | 0.70% | +118.5% |
| Q4 2020 | $2,392,000 | -23.1% | 52,645 | -25.7% | 0.32% | -31.8% |
| Q3 2020 | $3,112,000 | -14.0% | 70,810 | -16.1% | 0.47% | -18.0% |
| Q2 2020 | $3,619,000 | -12.1% | 84,375 | -16.2% | 0.57% | -23.1% |
| Q1 2020 | $4,117,000 | -25.3% | 100,735 | -15.1% | 0.74% | -2.6% |
| Q4 2019 | $5,508,000 | +8.1% | 118,625 | +8.3% | 0.76% | +1.7% |
| Q3 2019 | $5,094,000 | +17.9% | 109,565 | +18.4% | 0.75% | +19.4% |
| Q2 2019 | $4,321,000 | +5.6% | 92,530 | +5.7% | 0.63% | +2.8% |
| Q1 2019 | $4,091,000 | +17.4% | 87,580 | +11.9% | 0.61% | +1.7% |
| Q4 2018 | $3,486,000 | -41.5% | 78,260 | -38.2% | 0.60% | -29.6% |
| Q3 2018 | $5,958,000 | +33.1% | 126,550 | +31.7% | 0.85% | +26.5% |
| Q2 2018 | $4,478,000 | +81.2% | 96,055 | +81.9% | 0.68% | +77.6% |
| Q1 2018 | $2,471,000 | +239.4% | 52,815 | +242.1% | 0.38% | +245.5% |
| Q4 2017 | $728,000 | – | 15,440 | – | 0.11% | – |
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% |