ISHARES TR's ticker is SDG and the CUSIP is 46435G532. A total of 59 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $390,783 | +10.6% | 5,244 | +17.3% | 0.00% | – |
| Q2 2023 | $353,274 | +0.4% | 4,469 | +0.6% | 0.00% | – |
| Q1 2023 | $351,920 | -4.6% | 4,444 | -5.0% | 0.00% | – |
| Q4 2022 | $368,983 | +23.8% | 4,676 | +11.3% | 0.00% | – |
| Q3 2022 | $298,000 | -11.3% | 4,202 | 0.0% | 0.00% | – |
| Q2 2022 | $336,000 | -16.6% | 4,202 | -11.1% | 0.00% | – |
| Q1 2022 | $403,000 | +91.0% | 4,728 | +114.9% | 0.00% | – |
| Q3 2021 | $211,000 | -2.8% | 2,200 | +0.8% | 0.00% | – |
| Q2 2021 | $217,000 | -45.8% | 2,183 | -62.8% | 0.00% | -100.0% |
| Q2 2020 | $400,000 | – | 5,870 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bond & Devick Financial Network, Inc. | 13,794 | $1,092,376 | 0.70% |
| WFA Asset Management Corp | 13,383 | $1,059,816 | 0.65% |
| Evergreen Wealth Solutions, LLC | 6,053 | $479 | 0.55% |
| MISSION WEALTH MANAGEMENT, LP | 137,285 | $10,871,605 | 0.46% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 8,812 | $697,783 | 0.43% |
| Whelan Financial | 9,740 | $771,311 | 0.43% |
| REGATTA CAPITAL GROUP, LLC | 15,026 | $1,185,683 | 0.42% |
| FINANCIAL MANAGEMENT NETWORK INC | 12,059 | $952,767 | 0.38% |
| Tolleson Wealth Management, Inc. | 18,367 | $1,454 | 0.38% |
| Berkshire Bank | 14,650 | $1,160,133 | 0.34% |