ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 560 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,322 | +0.7% | 32,224 | +1.8% | 0.21% | +1.9% |
| Q2 2023 | $1,313 | -12.6% | 31,668 | -12.2% | 0.21% | -14.8% |
| Q1 2023 | $1,503 | +91.7% | 36,055 | +88.1% | 0.24% | +82.1% |
| Q4 2022 | $784 | -99.8% | 19,168 | +131.8% | 0.13% | +119.7% |
| Q3 2022 | $330,000 | -75.0% | 8,270 | -74.6% | 0.06% | -74.5% |
| Q2 2022 | $1,319,000 | -6.1% | 32,526 | +1.7% | 0.24% | +7.7% |
| Q1 2022 | $1,405,000 | -2.9% | 31,969 | +0.1% | 0.22% | +3.3% |
| Q4 2021 | $1,447,000 | +97.1% | 31,935 | +98.1% | 0.22% | +74.8% |
| Q3 2021 | $734,000 | +4.9% | 16,117 | +6.0% | 0.12% | -5.4% |
| Q2 2021 | $700,000 | -7.9% | 15,205 | -8.3% | 0.13% | -9.1% |
| Q1 2021 | $760,000 | – | 16,580 | – | 0.14% | – |
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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% |