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 | $10,504 | -1.0% | 256 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $10,611 | -0.6% | 256 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $10,670 | +1.9% | 256 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $10,468 | -34.6% | 256 | -37.3% | 0.00% | -40.0% |
| Q3 2022 | $16,000 | +128.6% | 408 | +133.1% | 0.01% | +150.0% |
| Q2 2022 | $7,000 | -12.5% | 175 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $8,000 | 0.0% | 175 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $8,000 | 0.0% | 175 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $8,000 | 0.0% | 175 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $8,000 | 0.0% | 175 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $8,000 | 0.0% | 175 | -9.3% | 0.00% | 0.0% |
| Q4 2020 | $8,000 | 0.0% | 193 | 0.0% | 0.00% | -33.3% |
| Q3 2020 | $8,000 | – | 193 | – | 0.00% | – |
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% |