ISHARES TR's ticker is SDG and the CUSIP is 46435G532. A total of 83 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,430,000 | +68.2% | 72,851 | +78.3% | 0.00% | 0.0% |
| Q2 2023 | $3,229,000 | -7.0% | 40,852 | -6.8% | 0.00% | 0.0% |
| Q1 2023 | $3,473,000 | +45.5% | 43,841 | +45.0% | 0.00% | 0.0% |
| Q4 2022 | $2,387,000 | +5.9% | 30,241 | -5.0% | 0.00% | 0.0% |
| Q3 2022 | $2,255,000 | -24.1% | 31,834 | -14.4% | 0.00% | 0.0% |
| Q2 2022 | $2,970,000 | -60.5% | 37,172 | -57.8% | 0.00% | -50.0% |
| Q1 2022 | $7,517,000 | +169.9% | 88,123 | +187.2% | 0.00% | +100.0% |
| Q4 2021 | $2,785,000 | +3.6% | 30,680 | +9.7% | 0.00% | 0.0% |
| Q3 2021 | $2,687,000 | -7.6% | 27,971 | -4.4% | 0.00% | 0.0% |
| Q2 2021 | $2,908,000 | -37.9% | 29,273 | -40.8% | 0.00% | 0.0% |
| Q1 2021 | $4,685,000 | +14.2% | 49,407 | +12.4% | 0.00% | 0.0% |
| Q4 2020 | $4,103,000 | +21.5% | 43,952 | +4.8% | 0.00% | 0.0% |
| Q3 2020 | $3,376,000 | +167.7% | 41,955 | +126.7% | 0.00% | 0.0% |
| Q2 2020 | $1,261,000 | -9.9% | 18,505 | -24.0% | 0.00% | 0.0% |
| Q1 2020 | $1,399,000 | +17.5% | 24,348 | +33.7% | 0.00% | – |
| Q4 2019 | $1,191,000 | +17.2% | 18,206 | +4.6% | 0.00% | – |
| Q3 2019 | $1,016,000 | -19.0% | 17,399 | -20.0% | 0.00% | -100.0% |
| Q2 2019 | $1,255,000 | +19.8% | 21,736 | +22.4% | 0.00% | – |
| Q1 2019 | $1,048,000 | +7.3% | 17,758 | -3.6% | 0.00% | – |
| Q4 2018 | $977,000 | +3.0% | 18,430 | +13.2% | 0.00% | – |
| Q3 2018 | $949,000 | +13.5% | 16,274 | +10.2% | 0.00% | – |
| Q2 2018 | $836,000 | +29.0% | 14,773 | +34.4% | 0.00% | – |
| Q1 2018 | $648,000 | +83.1% | 10,995 | +84.4% | 0.00% | – |
| Q4 2017 | $354,000 | +81.5% | 5,964 | +77.3% | 0.00% | – |
| Q3 2017 | $195,000 | -86.1% | 3,363 | -86.7% | 0.00% | -100.0% |
| Q2 2017 | $1,407,000 | +5.0% | 25,344 | -2.4% | 0.00% | 0.0% |
| Q1 2017 | $1,340,000 | +12.4% | 25,975 | +4.0% | 0.00% | 0.0% |
| Q4 2016 | $1,192,000 | -15.3% | 24,980 | -11.3% | 0.00% | 0.0% |
| Q3 2016 | $1,408,000 | +161.7% | 28,152 | +149.7% | 0.00% | – |
| Q2 2016 | $538,000 | – | 11,273 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WFA Asset Management Corp | 14,893 | $1,175,244 | 0.77% |
| Bond & Devick Financial Network, Inc. | 13,637 | $1,076,125 | 0.77% |
| Evergreen Wealth Solutions, LLC | 6,433 | $508 | 0.67% |
| First Pacific Financial | 15,078 | $1,189,773 | 0.59% |
| Whelan Financial | 11,521 | $909,122 | 0.55% |
| BSW Wealth Partners | 30,638 | $2,418 | 0.52% |
| MISSION WEALTH MANAGEMENT, LP | 136,822 | $10,796,591 | 0.52% |
| FINANCIAL MANAGEMENT NETWORK INC | 13,884 | $1,121,257 | 0.50% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 9,342 | $737,155 | 0.48% |
| REGATTA CAPITAL GROUP, LLC | 15,026 | $1,185,680 | 0.42% |