ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 403 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $514,681 | -25.3% | 12,544 | -24.5% | 0.06% | -24.1% |
| Q2 2023 | $688,651 | -27.5% | 16,614 | -27.1% | 0.08% | -28.2% |
| Q1 2023 | $950,346 | -0.3% | 22,801 | -2.2% | 0.11% | 0.0% |
| Q4 2022 | $952,982 | +0.3% | 23,306 | -2.0% | 0.11% | -9.1% |
| Q3 2022 | $950,000 | -1.0% | 23,790 | +0.5% | 0.12% | +4.3% |
| Q2 2022 | $960,000 | -8.8% | 23,675 | -1.1% | 0.12% | +1.8% |
| Q1 2022 | $1,053,000 | +0.1% | 23,950 | +3.1% | 0.11% | +8.6% |
| Q4 2021 | $1,052,000 | +2.2% | 23,220 | +3.1% | 0.10% | -48.8% |
| Q3 2021 | $1,029,000 | +10.8% | 22,515 | +11.6% | 0.20% | +12.0% |
| Q2 2021 | $929,000 | +0.3% | 20,175 | -0.2% | 0.18% | -6.2% |
| Q1 2021 | $926,000 | +19.0% | 20,208 | +18.1% | 0.20% | +12.1% |
| Q4 2020 | $778,000 | +46.8% | 17,118 | +42.1% | 0.17% | +30.8% |
| Q3 2020 | $530,000 | +57.7% | 12,050 | +53.9% | 0.13% | +46.2% |
| Q2 2020 | $336,000 | +33.3% | 7,830 | +44.4% | 0.09% | +40.0% |
| Q4 2019 | $252,000 | -49.6% | 5,421 | -49.6% | 0.06% | -53.9% |
| Q3 2019 | $500,000 | -32.6% | 10,748 | -32.4% | 0.14% | -34.4% |
| Q2 2019 | $742,000 | +44.9% | 15,896 | +45.0% | 0.22% | +36.1% |
| Q1 2019 | $512,000 | +115.1% | 10,963 | +105.3% | 0.16% | +92.7% |
| Q4 2018 | $238,000 | +9.7% | 5,339 | +15.8% | 0.08% | +18.8% |
| Q3 2018 | $217,000 | – | 4,610 | – | 0.07% | – |
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% |