ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 456 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $16,155,071 | -16.8% | 393,738 | -15.9% | 0.81% | -17.2% |
Q2 2023 | $19,409,965 | +4.4% | 468,274 | +5.0% | 0.98% | -2.6% |
Q1 2023 | $18,595,271 | -5.8% | 446,144 | -7.6% | 1.00% | -15.1% |
Q4 2022 | $19,739,246 | +374.0% | 482,740 | +363.0% | 1.18% | +350.8% |
Q3 2022 | $4,164,000 | +82.3% | 104,267 | +85.1% | 0.26% | +73.5% |
Q2 2022 | $2,284,000 | +103.4% | 56,328 | +120.5% | 0.15% | +164.9% |
Q1 2022 | $1,123,000 | +9.1% | 25,550 | +12.5% | 0.06% | +11.8% |
Q4 2021 | $1,029,000 | +6.9% | 22,715 | +7.8% | 0.05% | -7.3% |
Q3 2021 | $963,000 | +99.0% | 21,079 | +100.3% | 0.06% | +103.7% |
Q2 2021 | $484,000 | +2.1% | 10,524 | +1.6% | 0.03% | -6.9% |
Q1 2021 | $474,000 | -26.5% | 10,355 | -27.1% | 0.03% | -34.1% |
Q4 2020 | $645,000 | +3.4% | 14,200 | 0.0% | 0.04% | -8.3% |
Q3 2020 | $624,000 | +4.9% | 14,200 | +2.3% | 0.05% | -2.0% |
Q2 2020 | $595,000 | +178.0% | 13,882 | +201.1% | 0.05% | +206.2% |
Q4 2019 | $214,000 | – | 4,611 | – | 0.02% | – |
Download |
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% |