ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 486 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $678,024 | -4.3% | 16,525 | -3.4% | 0.41% | +8.7% |
Q2 2023 | $708,706 | -29.1% | 17,098 | -28.7% | 0.38% | -10.0% |
Q1 2023 | $999,796 | +22.5% | 23,987 | +20.2% | 0.42% | +5.5% |
Q4 2022 | $816,214 | -1.3% | 19,961 | -3.7% | 0.40% | +5.0% |
Q3 2022 | $827,000 | +25.7% | 20,718 | +27.7% | 0.38% | +27.9% |
Q2 2022 | $658,000 | -35.7% | 16,220 | -30.3% | 0.30% | +40.1% |
Q1 2022 | $1,024,000 | +233.6% | 23,276 | +244.0% | 0.21% | +57.0% |
Q4 2021 | $307,000 | +0.3% | 6,767 | +1.0% | 0.14% | -8.8% |
Q3 2021 | $306,000 | +0.3% | 6,698 | +1.1% | 0.15% | -5.7% |
Q2 2021 | $305,000 | +19.6% | 6,628 | +18.9% | 0.16% | +4.7% |
Q1 2021 | $255,000 | +35.6% | 5,576 | +34.9% | 0.15% | +19.0% |
Q4 2020 | $188,000 | +19.0% | 4,133 | +15.2% | 0.13% | +7.7% |
Q3 2020 | $158,000 | +2.6% | 3,587 | +0.1% | 0.12% | -2.5% |
Q2 2020 | $154,000 | +10.8% | 3,585 | +5.7% | 0.12% | -9.1% |
Q1 2020 | $139,000 | -2.8% | 3,392 | +10.5% | 0.13% | +9.1% |
Q4 2019 | $143,000 | – | 3,071 | – | 0.12% | – |
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% |