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 | $332,015 | +0.2% | 8,092 | +1.2% | 0.30% | -2.3% |
Q2 2023 | $331,433 | -4.3% | 7,996 | -5.6% | 0.31% | -0.6% |
Q4 2022 | $346,312 | -88.2% | 8,469 | -86.9% | 0.31% | -81.2% |
Q4 2020 | $2,947,000 | +15.7% | 64,853 | +11.9% | 1.64% | +12.7% |
Q3 2020 | $2,547,000 | +7.4% | 57,974 | +4.9% | 1.45% | -26.8% |
Q2 2020 | $2,371,000 | +16.5% | 55,273 | +11.0% | 1.98% | -5.3% |
Q1 2020 | $2,036,000 | – | 49,815 | – | 2.10% | – |
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% |