ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 456 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $305,901 | -0.6% | 7,380 | -0.0% | 0.17% | -5.0% |
| Q1 2023 | $307,626 | -91.5% | 7,381 | -91.6% | 0.18% | -92.1% |
| Q4 2022 | $3,605,748 | -8.3% | 88,182 | +2.0% | 2.30% | -14.6% |
| Q4 2020 | $3,930,000 | -3.3% | 86,484 | -6.5% | 2.69% | -12.8% |
| Q3 2020 | $4,063,000 | +6.6% | 92,455 | +4.1% | 3.08% | +0.3% |
| Q2 2020 | $3,811,000 | – | 88,845 | – | 3.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DELPHI FINANCIAL GROUP, INC. | 790,320 | $32,411,023 | 15.68% |
| KilterHowling LLC | 364,938 | $14,973,412 | 13.18% |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | 361,752 | $14,842,731 | 10.01% |
| FINANCIAL ADVISORY PARTNERS, LLC | 349,836 | $14,353,771 | 5.79% |
| Wright Fund Management, LLC | 2,944,159 | $120,798,844 | 5.38% |
| Financial Strategies Group, Inc. | 387,867 | $15,677,593 | 4.94% |
| Thrive Capital Management, LLC | 214,423 | $8,797,761 | 4.88% |
| Powers Advisory Group, LLC | 172,864 | $7,092,620 | 4.82% |
| Probity Advisors, Inc. | 456,058 | $18,712,043 | 4.32% |
| SWEENEY & MICHEL, LLC | 191,571 | $7,881,250 | 4.13% |