ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 453 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,711,899 | -3.4% | 41,723 | -2.4% | 1.76% | +3.2% |
| Q2 2023 | $1,772,042 | +6.8% | 42,751 | +5.4% | 1.70% | +2.5% |
| Q1 2023 | $1,659,081 | -0.9% | 40,574 | -0.9% | 1.66% | -0.5% |
| Q4 2022 | $1,674,170 | +3.8% | 40,943 | +1.4% | 1.67% | -3.7% |
| Q3 2022 | $1,613,000 | -0.1% | 40,394 | +1.4% | 1.73% | +3.2% |
| Q2 2022 | $1,615,000 | -9.4% | 39,819 | -1.8% | 1.68% | +7.1% |
| Q1 2022 | $1,783,000 | +4.9% | 40,555 | +8.1% | 1.57% | +2.1% |
| Q4 2021 | $1,699,000 | – | 37,516 | – | 1.54% | – |
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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% |