ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 560 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,092,620 | +0.4% | 172,864 | +1.5% | 4.82% | +2.9% |
| Q2 2023 | $7,061,282 | +5.2% | 170,357 | +5.7% | 4.68% | -0.2% |
| Q1 2023 | $6,715,005 | +7.5% | 161,109 | +5.4% | 4.69% | +1.9% |
| Q4 2022 | $6,249,186 | +2.7% | 152,829 | +0.3% | 4.61% | -5.1% |
| Q3 2022 | $6,084,000 | +3.8% | 152,339 | +5.4% | 4.85% | +7.6% |
| Q2 2022 | $5,863,000 | -4.1% | 144,591 | +4.0% | 4.51% | +6.0% |
| Q1 2022 | $6,112,000 | +28.9% | 139,038 | +32.8% | 4.25% | +27.2% |
| Q4 2021 | $4,743,000 | – | 104,692 | – | 3.34% | – |
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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% |