ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 456 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,763,890 | +8.9% | 384,242 | +10.0% | 3.79% | +11.7% |
| Q2 2023 | $14,472,027 | -0.1% | 349,182 | +0.5% | 3.40% | -5.4% |
| Q1 2023 | $14,479,381 | +0.9% | 347,394 | -1.0% | 3.59% | -4.0% |
| Q4 2022 | $14,354,359 | -27.8% | 351,048 | -29.5% | 3.74% | -34.2% |
| Q3 2022 | $19,894,000 | -0.6% | 498,100 | +0.9% | 5.69% | +5.5% |
| Q2 2022 | $20,020,000 | -5.8% | 493,701 | +2.2% | 5.39% | +8.1% |
| Q1 2022 | $21,245,000 | +7.0% | 483,290 | +10.3% | 4.98% | +9.6% |
| Q4 2021 | $19,858,000 | +1.4% | 438,358 | +2.2% | 4.55% | -5.3% |
| Q3 2021 | $19,592,000 | +13.2% | 428,714 | +14.1% | 4.80% | +9.4% |
| Q2 2021 | $17,303,000 | +86.5% | 375,659 | +85.5% | 4.39% | +67.9% |
| Q1 2021 | $9,279,000 | +32.5% | 202,549 | +31.4% | 2.62% | +25.5% |
| Q4 2020 | $7,005,000 | – | 154,152 | – | 2.08% | – |
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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% |