ISHARES TR's ticker is SDG and the CUSIP is 46435G532. A total of 120 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $2,952,000 | -3.1% | 39,318 | +1.6% | 0.00% | 0.0% |
Q1 2024 | $3,046,000 | -14.6% | 38,705 | -12.0% | 0.00% | 0.0% |
Q4 2023 | $3,566,000 | -34.3% | 44,001 | -39.6% | 0.00% | 0.0% |
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 ↓ |
---|---|---|---|
Bond & Devick Financial Network, Inc. | 13,775 | $1,088,895 | 0.68% |
WFA Asset Management Corp | 12,004 | $948,881 | 0.56% |
Evergreen Wealth Solutions, LLC | 6,996 | $553,034 | 0.56% |
REGATTA CAPITAL GROUP, LLC | 17,563 | $1,388,359 | 0.44% |
MISSION WEALTH MANAGEMENT, LP | 135,898 | $10,742,713 | 0.41% |
Whelan Financial | 9,740 | $769,947 | 0.40% |
Baltimore-Washington Financial Advisors, Inc. | 56,951 | $4,501,977 | 0.36% |
Berkshire Bank | 14,675 | $1,160,058 | 0.32% |
Warren Street Wealth Advisors, LLC | 5,800 | $458,490 | 0.30% |
Claro Advisors LLC | 13,175 | $1,041,502 | 0.26% |