ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 453 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $439,540 | +1.8% | 10,713 | +2.8% | 0.24% | -2.0% |
| Q2 2023 | $431,857 | +21.0% | 10,419 | +21.6% | 0.25% | +9.3% |
| Q1 2023 | $357,033 | +8.5% | 8,566 | +6.5% | 0.23% | -3.8% |
| Q4 2022 | $329,001 | +27.0% | 8,046 | +40.7% | 0.24% | +96.7% |
| Q4 2021 | $259,000 | +23.3% | 5,717 | +24.1% | 0.12% | +10.1% |
| Q3 2021 | $210,000 | +4.5% | 4,606 | +5.0% | 0.11% | -5.2% |
| Q1 2021 | $201,000 | -38.5% | 4,386 | -39.2% | 0.12% | -46.0% |
| Q4 2020 | $327,000 | – | 7,215 | – | 0.21% | – |
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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% |