ISHARES TR's ticker is SDG and the CUSIP is 46435G532. A total of 32 filers reported holding ISHARES TR in Q1 2019. 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 ↓ |
|---|---|---|---|
| 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% |