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 | $744,574 | -5.3% | 18,147 | -4.3% | 0.28% | -0.4% |
Q2 2023 | $786,133 | -0.4% | 18,966 | +0.2% | 0.28% | -6.3% |
Q1 2023 | $789,118 | +3.3% | 18,933 | +1.4% | 0.30% | -3.2% |
Q4 2022 | $763,726 | +2.0% | 18,678 | -0.4% | 0.31% | -7.7% |
Q3 2022 | $749,000 | -2.1% | 18,748 | -0.6% | 0.34% | -1.7% |
Q2 2022 | $765,000 | -7.6% | 18,854 | +0.1% | 0.34% | +2.7% |
Q1 2022 | $828,000 | -11.7% | 18,833 | -9.0% | 0.34% | -19.2% |
Q4 2021 | $938,000 | +1.0% | 20,704 | +1.9% | 0.42% | -39.4% |
Q3 2021 | $929,000 | -4.8% | 20,323 | -4.1% | 0.69% | -3.5% |
Q2 2021 | $976,000 | -0.5% | 21,198 | -1.0% | 0.71% | -8.7% |
Q1 2021 | $981,000 | -0.7% | 21,407 | -1.6% | 0.78% | -13.8% |
Q4 2020 | $988,000 | – | 21,763 | – | 0.90% | – |
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% |