ISHARES TR's ticker is SDG and the CUSIP is 46435G532. A total of 100 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,587 | -5.8% | 21,299 | 0.0% | 0.19% | -3.0% |
Q2 2023 | $1,684 | -0.2% | 21,299 | 0.0% | 0.20% | -8.8% |
Q1 2023 | $1,687 | +0.4% | 21,299 | 0.0% | 0.22% | -7.7% |
Q4 2022 | $1,681 | +8.9% | 21,299 | -2.3% | 0.24% | +21.1% |
Q3 2022 | $1,544 | -99.9% | 21,793 | 0.0% | 0.19% | -9.8% |
Q2 2022 | $1,741,000 | -17.1% | 21,793 | -11.5% | 0.22% | -15.0% |
Q1 2022 | $2,101,000 | -6.0% | 24,632 | 0.0% | 0.25% | +0.4% |
Q4 2021 | $2,236,000 | +9.6% | 24,632 | +16.0% | 0.25% | -0.8% |
Q3 2021 | $2,040,000 | +2.2% | 21,232 | +5.7% | 0.25% | +2.0% |
Q2 2021 | $1,997,000 | +4.8% | 20,093 | 0.0% | 0.25% | -3.5% |
Q1 2021 | $1,906,000 | +3.5% | 20,093 | +1.8% | 0.26% | 0.0% |
Q4 2020 | $1,842,000 | +44.5% | 19,740 | +24.5% | 0.26% | +23.4% |
Q3 2020 | $1,275,000 | +18.6% | 15,851 | +0.5% | 0.21% | +7.7% |
Q2 2020 | $1,075,000 | +12.7% | 15,776 | -5.0% | 0.19% | +4.9% |
Q1 2020 | $954,000 | -8.4% | 16,605 | +4.3% | 0.18% | +26.7% |
Q4 2019 | $1,042,000 | +11.2% | 15,928 | -0.8% | 0.15% | +5.8% |
Q3 2019 | $937,000 | +1.2% | 16,057 | 0.0% | 0.14% | -1.4% |
Q2 2019 | $926,000 | -2.2% | 16,057 | 0.0% | 0.14% | -8.5% |
Q1 2019 | $947,000 | +11.3% | 16,057 | 0.0% | 0.15% | -0.6% |
Q4 2018 | $851,000 | -9.9% | 16,057 | -0.8% | 0.15% | +0.7% |
Q3 2018 | $944,000 | +0.1% | 16,185 | 0.0% | 0.15% | -3.2% |
Q2 2018 | $943,000 | -1.0% | 16,185 | 0.0% | 0.16% | -2.5% |
Q1 2018 | $953,000 | – | 16,185 | – | 0.16% | – |
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% |