ISHARES TR's ticker is SDG and the CUSIP is 46435G532. A total of 112 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
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 ↓ |
|---|---|---|---|
| WFA Asset Management Corp | 14,893 | $1,175,244 | 0.77% |
| Bond & Devick Financial Network, Inc. | 13,637 | $1,076,125 | 0.77% |
| Evergreen Wealth Solutions, LLC | 6,433 | $508 | 0.67% |
| First Pacific Financial | 15,078 | $1,189,773 | 0.59% |
| Whelan Financial | 11,521 | $909,122 | 0.55% |
| BSW Wealth Partners | 30,638 | $2,418 | 0.52% |
| MISSION WEALTH MANAGEMENT, LP | 136,822 | $10,796,591 | 0.52% |
| FINANCIAL MANAGEMENT NETWORK INC | 13,884 | $1,121,257 | 0.50% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 9,342 | $737,155 | 0.48% |
| REGATTA CAPITAL GROUP, LLC | 15,026 | $1,185,680 | 0.42% |