ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 477 filers reported holding ISHARES TR in Q2 2023. 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 ↓ |
|---|---|---|---|
| Mader & Shannon Wealth Management, Inc. | 489,395 | $20,011,000 | 13.24% |
| KilterHowling LLC | 287,862 | $11,770,662 | 12.45% |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | 307,897 | $12,589,911 | 10.70% |
| DELPHI FINANCIAL GROUP, INC. | 308,350 | $12,611,515 | 6.35% |
| Thrive Capital Management, LLC | 208,461 | $8,523,978 | 5.57% |
| F3Logic, LLC | 645,888 | $26,410,402 | 5.55% |
| Gallagher Benefit Services, Inc. | 645,888 | $26,410,402 | 5.55% |
| Sound Income Strategies, LLC | 1,035,667 | $42,348,418 | 5.40% |
| FinDec Wealth Services, Inc. | 156,358 | $6,393,479 | 5.28% |
| FINANCIAL ADVISORY PARTNERS, LLC | 311,634 | $12,742,714 | 5.25% |