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 | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $229,000 | -10.5% | 5,668 | +3.0% | 0.24% | +6.2% |
| Q4 2019 | $256,000 | +8.9% | 5,504 | +7.6% | 0.22% | 0.0% |
| Q3 2019 | $235,000 | -63.7% | 5,116 | -63.1% | 0.22% | -54.7% |
| Q2 2019 | $648,000 | +10.0% | 13,883 | +10.1% | 0.49% | -16.8% |
| Q1 2019 | $589,000 | +10.7% | 12,614 | +5.7% | 0.59% | -2.6% |
| Q4 2018 | $532,000 | -2.6% | 11,937 | +3.0% | 0.61% | +13.0% |
| Q3 2018 | $546,000 | +11.2% | 11,592 | +10.2% | 0.54% | -2.0% |
| Q2 2018 | $491,000 | -5.8% | 10,522 | -5.6% | 0.55% | +32.5% |
| Q1 2018 | $521,000 | +8.5% | 11,145 | +9.5% | 0.42% | +1.5% |
| Q4 2017 | $480,000 | – | 10,175 | – | 0.41% | – |
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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% |