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 | $1,333,632 | -3.4% | 32,504 | -2.4% | 0.07% | 0.0% |
| Q2 2023 | $1,380,224 | +54.6% | 33,299 | +55.5% | 0.07% | +21.8% |
| Q1 2023 | $892,552 | +156.5% | 21,414 | +151.7% | 0.06% | +120.0% |
| Q4 2022 | $347,933 | +23.4% | 8,509 | +20.6% | 0.02% | +8.7% |
| Q3 2022 | $282,000 | -55.8% | 7,056 | +51.9% | 0.02% | -52.1% |
| Q4 2021 | $638,000 | – | 4,646 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DELPHI FINANCIAL GROUP, INC. | 790,320 | $32,411,023 | 15.68% |
| KilterHowling LLC | 364,938 | $14,973,412 | 13.18% |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | 361,752 | $14,842,731 | 10.01% |
| FINANCIAL ADVISORY PARTNERS, LLC | 349,836 | $14,353,771 | 5.79% |
| Wright Fund Management, LLC | 2,944,159 | $120,798,844 | 5.38% |
| Financial Strategies Group, Inc. | 387,867 | $15,677,593 | 4.94% |
| Thrive Capital Management, LLC | 214,423 | $8,797,761 | 4.88% |
| Powers Advisory Group, LLC | 172,864 | $7,092,620 | 4.82% |
| Probity Advisors, Inc. | 456,058 | $18,712,043 | 4.32% |
| SWEENEY & MICHEL, LLC | 191,571 | $7,881,250 | 4.13% |