ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 486 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,081,465 | +1.2% | 25,615 | -1.7% | 0.23% | -6.8% |
| Q3 2023 | $1,068,832 | -3.2% | 26,050 | -2.3% | 0.25% | -0.4% |
| Q2 2023 | $1,104,643 | -15.5% | 26,650 | -15.1% | 0.25% | -19.6% |
| Q1 2023 | $1,307,585 | +50347.0% | 31,372 | -50.5% | 0.31% | -50.3% |
| Q4 2022 | $2,592 | -99.9% | 63,399 | -3.8% | 0.63% | -8.3% |
| Q3 2022 | $2,633,000 | -27.2% | 65,929 | -26.0% | 0.68% | -20.2% |
| Q2 2022 | $3,615,000 | -35.7% | 89,149 | -30.3% | 0.86% | -18.4% |
| Q1 2022 | $5,619,000 | -5.1% | 127,821 | -2.2% | 1.05% | +0.1% |
| Q4 2021 | $5,921,000 | +5.8% | 130,712 | +6.8% | 1.05% | -3.4% |
| Q3 2021 | $5,595,000 | +18.1% | 122,421 | +19.0% | 1.09% | +19.6% |
| Q2 2021 | $4,738,000 | +12.3% | 102,876 | +11.7% | 0.91% | +3.9% |
| Q1 2021 | $4,220,000 | +96.1% | 92,126 | +94.5% | 0.88% | +85.4% |
| Q4 2020 | $2,152,000 | +271.0% | 47,354 | +258.9% | 0.47% | +218.9% |
| Q3 2020 | $580,000 | -17.1% | 13,193 | -19.2% | 0.15% | -22.9% |
| Q2 2020 | $700,000 | -56.7% | 16,327 | -58.7% | 0.19% | -63.7% |
| Q1 2020 | $1,616,000 | – | 39,548 | – | 0.53% | – |
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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% |