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 | $371,075 | -59.0% | 9,044 | -58.5% | 0.03% | -52.2% |
Q2 2023 | $904,315 | -20.2% | 21,817 | -19.7% | 0.07% | -27.4% |
Q1 2023 | $1,132,696 | -14.9% | 27,176 | -16.5% | 0.10% | -26.9% |
Q4 2022 | $1,330,278 | +90.3% | 32,533 | +86.0% | 0.13% | +62.5% |
Q3 2022 | $699,000 | -7.2% | 17,490 | -5.9% | 0.08% | -5.9% |
Q2 2022 | $753,000 | -13.8% | 18,578 | -6.6% | 0.08% | -2.3% |
Q1 2022 | $874,000 | -10.4% | 19,893 | -7.6% | 0.09% | -9.4% |
Q4 2021 | $975,000 | -22.9% | 21,529 | -22.2% | 0.10% | -31.4% |
Q3 2021 | $1,265,000 | +53.9% | 27,683 | +55.2% | 0.14% | +48.9% |
Q2 2021 | $822,000 | -18.5% | 17,836 | -18.9% | 0.09% | -27.1% |
Q1 2021 | $1,008,000 | -24.7% | 22,004 | -25.3% | 0.13% | -43.2% |
Q4 2020 | $1,339,000 | +72.6% | 29,458 | +67.5% | 0.23% | +52.3% |
Q3 2020 | $776,000 | – | 17,590 | – | 0.15% | – |
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% |
F3Logic, LLC | 645,888 | $26,410,402 | 5.55% |
Gallagher Benefit Services, Inc. | 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% |