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 | $373,249 | +0.9% | 9,097 | +2.0% | 0.21% | -11.4% |
Q2 2023 | $369,816 | -0.6% | 8,922 | 0.0% | 0.24% | -3.3% |
Q1 2023 | $371,868 | +3.6% | 8,922 | +1.7% | 0.24% | +0.4% |
Q4 2022 | $359,000 | -16.3% | 8,772 | -18.3% | 0.24% | -30.2% |
Q3 2022 | $429,000 | +2.1% | 10,737 | +3.6% | 0.35% | -1.4% |
Q2 2022 | $420,000 | -7.9% | 10,367 | 0.0% | 0.35% | +6.0% |
Q1 2022 | $456,000 | -3.0% | 10,367 | +0.0% | 0.33% | -3.8% |
Q4 2021 | $470,000 | – | 10,364 | – | 0.35% | – |
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% |