ISHARES TR's ticker is SDG and the CUSIP is 46435G532. A total of 7 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $345,000 | +14.2% | 5,500 | +6.0% | 0.00% | 0.0% |
| Q3 2019 | $302,000 | +13.1% | 5,189 | +12.5% | 0.00% | 0.0% |
| Q2 2019 | $267,000 | +23.0% | 4,614 | +25.3% | 0.00% | 0.0% |
| Q1 2019 | $217,000 | +9.0% | 3,681 | -1.6% | 0.00% | 0.0% |
| Q4 2018 | $199,000 | -2.9% | 3,741 | +6.5% | 0.00% | 0.0% |
| Q3 2018 | $205,000 | -26.3% | 3,513 | -25.7% | 0.00% | -33.3% |
| Q2 2018 | $278,000 | 0.0% | 4,725 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $278,000 | +33.7% | 4,725 | +34.8% | 0.00% | +50.0% |
| Q4 2017 | $208,000 | +116.7% | 3,505 | +110.9% | 0.00% | +100.0% |
| Q3 2017 | $96,000 | +54.8% | 1,662 | +49.7% | 0.00% | 0.0% |
| Q2 2017 | $62,000 | +8.8% | 1,110 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $57,000 | +46.2% | 1,110 | +37.0% | 0.00% | 0.0% |
| Q4 2016 | $39,000 | -4.9% | 810 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $41,000 | +41.4% | 810 | +32.8% | 0.00% | – |
| Q2 2016 | $29,000 | – | 610 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bond & Devick Financial Network, Inc. | 14,207 | $1,058,688 | 0.68% |
| Evergreen Wealth Solutions, LLC | 7,061 | $526,186 | 0.53% |
| WFA Asset Management Corp | 10,630 | $792,159 | 0.47% |
| REGATTA CAPITAL GROUP, LLC | 16,706 | $1,244,960 | 0.40% |
| MISSION WEALTH MANAGEMENT, LP | 134,057 | $9,989,905 | 0.37% |
| Whelan Financial | 8,722 | $649,963 | 0.34% |
| Berkshire Bank | 14,858 | $1,107,218 | 0.32% |
| Warren Street Wealth Advisors, LLC | 5,799 | $432,141 | 0.29% |
| KilterHowling LLC | 3,847 | $286,676 | 0.25% |
| First Pacific Financial | 7,156 | $533,265 | 0.24% |