ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 7 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $209,581 | -1.0% | 5,108 | 0.0% | 0.09% | +1.1% |
Q2 2023 | $211,727 | -1.4% | 5,108 | -0.9% | 0.09% | -3.3% |
Q1 2023 | $214,777 | -47.1% | 5,153 | -48.1% | 0.09% | -49.4% |
Q4 2022 | $406,283 | +96.3% | 9,936 | +91.3% | 0.18% | +81.6% |
Q3 2022 | $207,000 | -1.9% | 5,193 | -0.2% | 0.10% | 0.0% |
Q2 2022 | $211,000 | -13.5% | 5,204 | -3.4% | 0.10% | -10.9% |
Q1 2022 | $244,000 | 0.0% | 5,388 | 0.0% | 0.11% | 0.0% |
Q4 2021 | $244,000 | -0.8% | 5,388 | 0.0% | 0.11% | -20.3% |
Q3 2021 | $246,000 | -3.9% | 5,388 | -3.2% | 0.14% | -7.4% |
Q2 2021 | $256,000 | +5.3% | 5,568 | +4.9% | 0.15% | -5.7% |
Q1 2021 | $243,000 | +14.1% | 5,306 | +12.9% | 0.16% | -13.7% |
Q4 2020 | $213,000 | – | 4,700 | – | 0.18% | – |
Download |
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% |