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 | $1,151,671 | -20.7% | 28,069 | -19.9% | 0.19% | +25.0% |
| Q2 2023 | $1,452,367 | +6.5% | 35,039 | +7.1% | 0.15% | -0.7% |
| Q1 2023 | $1,364,228 | +5.2% | 32,731 | +3.2% | 0.15% | -4.4% |
| Q4 2022 | $1,296,540 | +25.3% | 31,708 | +22.3% | 0.16% | +13.5% |
| Q3 2022 | $1,035,000 | +0.6% | 25,919 | +2.2% | 0.14% | +4.4% |
| Q2 2022 | $1,029,000 | -13.3% | 25,370 | -6.0% | 0.14% | +3.1% |
| Q1 2022 | $1,187,000 | +68.4% | 26,996 | +73.4% | 0.13% | +72.4% |
| Q4 2021 | $705,000 | +17.1% | 15,572 | +18.1% | 0.08% | -5.0% |
| Q3 2021 | $602,000 | +79.7% | 13,183 | +81.4% | 0.08% | +48.1% |
| Q2 2021 | $335,000 | -21.7% | 7,267 | -22.2% | 0.05% | -38.6% |
| Q1 2021 | $428,000 | -34.5% | 9,344 | -35.0% | 0.09% | -56.4% |
| Q4 2020 | $653,000 | – | 14,368 | – | 0.20% | – |
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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% |