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 2020 | $254,000 | -1.2% | 5,805 | 0.0% | 0.18% | -2.7% |
| Q2 2020 | $257,000 | +7.1% | 5,805 | 0.0% | 0.18% | -5.7% |
| Q1 2020 | $240,000 | -11.1% | 5,805 | 0.0% | 0.19% | 0.0% |
| Q4 2019 | $270,000 | +0.4% | 5,805 | -0.0% | 0.19% | -11.4% |
| Q3 2019 | $269,000 | -12.7% | 5,807 | -12.0% | 0.22% | -15.8% |
| Q2 2019 | $308,000 | -21.6% | 6,602 | -21.6% | 0.26% | -24.2% |
| Q1 2019 | $393,000 | -4.8% | 8,418 | -9.3% | 0.34% | -20.6% |
| Q4 2018 | $413,000 | – | 9,281 | – | 0.43% | – |
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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% |