ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 398 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $631,677 | -7.2% | 15,396 | -6.2% | 0.21% | -8.7% |
Q2 2023 | $680,422 | -18.9% | 16,416 | -18.4% | 0.23% | -15.1% |
Q1 2023 | $838,477 | -2.6% | 20,117 | -4.5% | 0.27% | -7.2% |
Q4 2022 | $860,898 | -4.3% | 21,054 | -6.5% | 0.29% | -16.1% |
Q3 2022 | $900,000 | +3.4% | 22,526 | +5.1% | 0.35% | +6.1% |
Q2 2022 | $870,000 | -14.7% | 21,435 | -7.6% | 0.33% | -8.1% |
Q1 2022 | $1,020,000 | -13.2% | 23,205 | -10.5% | 0.36% | -14.6% |
Q4 2021 | $1,175,000 | -20.1% | 25,940 | -19.3% | 0.42% | -28.1% |
Q3 2021 | $1,470,000 | +102.8% | 32,161 | +104.3% | 0.58% | +54.1% |
Q2 2021 | $725,000 | +38.1% | 15,740 | +37.3% | 0.38% | +25.7% |
Q1 2021 | $525,000 | +17.4% | 11,461 | +16.6% | 0.30% | +7.5% |
Q4 2020 | $447,000 | +70.6% | 9,830 | +64.9% | 0.28% | +45.3% |
Q3 2020 | $262,000 | +46.4% | 5,960 | +42.5% | 0.19% | +34.3% |
Q2 2020 | $179,000 | – | 4,182 | – | 0.14% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Mader & Shannon Wealth Management, Inc. | 489,395 | $20,011,000 | 13.24% |
KilterHowling LLC | 287,862 | $11,770,662 | 12.45% |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 307,897 | $12,589,911 | 10.70% |
DELPHI FINANCIAL GROUP, INC. | 308,350 | $12,611,515 | 6.35% |
Thrive Capital Management, LLC | 208,461 | $8,523,978 | 5.57% |
F3Logic, LLC | 645,888 | $26,410,402 | 5.55% |
Gallagher Benefit Services, Inc. | 645,888 | $26,410,402 | 5.55% |
Sound Income Strategies, LLC | 1,035,667 | $42,348,418 | 5.40% |
FinDec Wealth Services, Inc. | 156,358 | $6,393,479 | 5.28% |
FINANCIAL ADVISORY PARTNERS, LLC | 311,634 | $12,742,714 | 5.25% |