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 | $670,758 | -0.7% | 16,348 | 0.0% | 0.08% | +3.7% |
| Q2 2023 | $675,826 | -0.8% | 16,348 | 0.0% | 0.08% | -4.7% |
| Q1 2023 | $681,385 | +26.7% | 16,348 | +24.1% | 0.09% | +21.1% |
| Q4 2022 | $538,000 | +2.3% | 13,168 | 0.0% | 0.07% | +1.4% |
| Q3 2022 | $526,000 | -1.5% | 13,168 | 0.0% | 0.07% | +6.1% |
| Q2 2022 | $534,000 | -7.8% | 13,168 | 0.0% | 0.07% | +10.0% |
| Q1 2022 | $579,000 | -51.8% | 13,168 | -50.3% | 0.06% | -47.8% |
| Q4 2021 | $1,201,000 | – | 26,502 | – | 0.12% | – |
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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% |