ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 486 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $273,128 | -0.8% | 6,657 | 0.0% | 0.08% | +1.2% |
| Q2 2023 | $275,325 | -55.6% | 6,657 | -55.4% | 0.08% | -53.8% |
| Q1 2023 | $620,383 | -37.7% | 14,931 | -38.7% | 0.18% | -42.4% |
| Q4 2022 | $996,203 | -10.3% | 24,363 | -12.4% | 0.32% | -17.9% |
| Q3 2022 | $1,111,000 | -11.8% | 27,823 | -10.4% | 0.38% | -10.7% |
| Q2 2022 | $1,260,000 | +11.7% | 31,063 | +21.0% | 0.43% | +20.1% |
| Q1 2022 | $1,128,000 | -44.7% | 25,666 | -43.0% | 0.36% | -49.1% |
| Q4 2021 | $2,039,000 | +30.5% | 45,000 | +31.7% | 0.70% | +16.3% |
| Q3 2021 | $1,562,000 | +8.1% | 34,176 | +8.9% | 0.61% | -1.9% |
| Q2 2021 | $1,445,000 | +35.2% | 31,379 | +34.5% | 0.62% | +34.3% |
| Q1 2021 | $1,069,000 | +686.0% | 23,334 | +703.5% | 0.46% | +441.2% |
| Q2 2019 | $136,000 | -86.4% | 2,904 | -86.4% | 0.08% | -87.3% |
| Q1 2019 | $997,000 | – | 21,342 | – | 0.67% | – |
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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% |