ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 291 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,900,417 | -18.3% | 241,297 | -17.4% | 0.32% | -17.3% |
| Q2 2023 | $12,112,298 | +51.0% | 292,215 | +51.8% | 0.39% | +34.2% |
| Q1 2023 | $8,020,851 | +186.6% | 192,439 | +181.2% | 0.29% | +189.1% |
| Q4 2022 | $2,798,736 | +5.4% | 68,445 | +4.5% | 0.10% | +23.2% |
| Q2 2022 | $2,656,000 | +68.8% | 65,493 | +93.4% | 0.08% | -41.0% |
| Q4 2019 | $1,573,000 | +26.0% | 33,871 | +26.2% | 0.14% | +2.2% |
| Q3 2019 | $1,248,000 | +282.8% | 26,835 | +286.6% | 0.14% | +161.5% |
| Q3 2018 | $326,000 | – | 6,942 | – | 0.05% | – |
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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% |