ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 565 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $12,976,205 | +9.7% | 307,493 | +10.6% | 1.93% | -24.1% |
| Q1 2024 | $11,827,155 | +4.0% | 277,959 | +3.2% | 2.55% | -7.7% |
| Q4 2023 | $11,374,617 | +23.3% | 269,413 | +17.8% | 2.76% | +8.5% |
| Q3 2023 | $9,226,536 | +1.0% | 228,776 | +3.8% | 2.54% | +2.8% |
| Q2 2023 | $9,134,668 | +43.5% | 220,378 | +44.3% | 2.47% | +43.7% |
| Q1 2023 | $6,366,745 | +311.4% | 152,753 | +310.8% | 1.72% | +281.4% |
| Q4 2022 | $1,547,515 | +324.0% | 37,182 | +362.6% | 0.45% | +329.5% |
| Q4 2020 | $365,000 | – | 8,038 | – | 0.10% | – |
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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% |
| Ocean Park Asset 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% |