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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $40,215 | -88.2% | 980 | -88.1% | 0.01% | -88.2% |
| Q2 2023 | $341,752 | -3.7% | 8,245 | -3.2% | 0.08% | -8.4% |
| Q1 2023 | $355,005 | +1.4% | 8,517 | -0.6% | 0.08% | -4.6% |
| Q4 2022 | $350,244 | +560.8% | 8,566 | +541.6% | 0.09% | +443.8% |
| Q3 2022 | $53,000 | -15.9% | 1,335 | -14.1% | 0.02% | -15.8% |
| Q2 2022 | $63,000 | -25.0% | 1,554 | -15.9% | 0.02% | -17.4% |
| Q4 2021 | $84,000 | -15.2% | 1,847 | -15.1% | 0.02% | -20.7% |
| Q3 2021 | $99,000 | – | 2,175 | – | 0.03% | – |
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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% |