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 | $284,027 | -45.3% | 6,922 | -44.8% | 0.07% | -44.4% |
| Q2 2023 | $519,401 | +8.1% | 12,531 | +8.7% | 0.13% | 0.0% |
| Q1 2023 | $480,432 | -2.1% | 11,527 | -4.0% | 0.13% | -10.7% |
| Q4 2022 | $490,844 | -5.6% | 12,004 | -7.9% | 0.15% | -13.9% |
| Q3 2022 | $520,000 | -9.9% | 13,028 | -8.4% | 0.17% | -7.5% |
| Q2 2022 | $577,000 | -29.0% | 14,230 | -23.1% | 0.19% | -24.9% |
| Q1 2022 | $813,000 | -9.0% | 18,500 | -6.2% | 0.25% | -8.1% |
| Q4 2021 | $893,000 | +63.3% | 19,715 | +64.8% | 0.27% | +39.7% |
| Q3 2021 | $547,000 | +37.1% | 11,962 | +38.0% | 0.19% | +31.1% |
| Q2 2021 | $399,000 | +42.0% | 8,670 | +41.6% | 0.15% | +22.3% |
| Q1 2021 | $281,000 | – | 6,124 | – | 0.12% | – |
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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% |