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 | $1,143,677 | -47.3% | 27,935 | -46.4% | 0.11% | -45.9% |
Q2 2023 | $2,170,549 | -11.5% | 52,152 | -11.4% | 0.20% | -25.5% |
Q1 2023 | $2,453,179 | +26.9% | 58,857 | +27.4% | 0.26% | -17.6% |
Q4 2022 | $1,933,504 | +449.3% | 46,201 | +430.6% | 0.32% | +112.7% |
Q3 2022 | $352,000 | -5.4% | 8,708 | -4.6% | 0.15% | -7.4% |
Q2 2022 | $372,000 | -3.6% | 9,129 | +2.3% | 0.16% | +8.0% |
Q1 2022 | $386,000 | +11.2% | 8,927 | +15.7% | 0.15% | +3.4% |
Q4 2021 | $347,000 | +33.5% | 7,717 | +35.5% | 0.14% | +48.0% |
Q3 2021 | $260,000 | – | 5,696 | – | 0.10% | – |
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% |