ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 398 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,021,647 | +22.6% | 24,900 | +23.9% | 0.01% | +10.0% |
| Q2 2023 | $833,145 | -20.4% | 20,100 | -19.9% | 0.01% | -16.7% |
| Q1 2023 | $1,046,168 | +24.8% | 25,100 | +22.4% | 0.01% | +9.1% |
| Q4 2022 | $838,245 | -22.5% | 20,500 | -24.4% | 0.01% | -35.3% |
| Q3 2022 | $1,082,000 | +466.5% | 27,100 | +476.6% | 0.02% | +466.7% |
| Q2 2022 | $191,000 | -77.2% | 4,700 | -74.5% | 0.00% | -72.7% |
| Q4 2021 | $836,000 | -7.8% | 18,450 | -7.1% | 0.01% | -15.4% |
| Q3 2021 | $907,000 | -1.7% | 19,850 | -0.9% | 0.01% | +44.4% |
| Q2 2021 | $923,000 | – | 20,040 | – | 0.01% | – |
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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% |