ISHARES TR's ticker is SDG and the CUSIP is 46435G532. A total of 125 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
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 ↓ |
|---|---|---|---|
| CWM, LLC | 618,809 | $61,491,000 | 0.49% |
| FOSTER DYKEMA CABOT & CO INC/MA | 16,057 | $947,000 | 0.15% |
| LFA - Lugano Financial Advisors SA | 2,490 | $146,000 | 0.09% |
| MISSION WEALTH MANAGEMENT, LP | 10,233 | $604,000 | 0.07% |
| Alpha Omega Wealth Management LLC | 2,317 | $137,000 | 0.06% |
| RPg Family Wealth Advisory, LLC | 1,539 | $90,799,000 | 0.05% |
| NORTH AMERICAN MANAGEMENT CORP | 5,338 | $315,000 | 0.05% |
| Brinker Capital Investments, LLC | 25,214 | $1,487,000 | 0.05% |
| Pacific Center for Financial Services | 911 | $54,000 | 0.03% |
| LAKE STREET ADVISORS GROUP, LLC | 4,739 | $280,000 | 0.03% |