ISHARES TR's ticker is SDG and the CUSIP is 46435G532. A total of 113 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $35,024 | -5.7% | 470 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $37,153 | -0.2% | 470 | 0.0% | 0.03% | -3.6% |
| Q1 2023 | $37,219 | +0.4% | 470 | 0.0% | 0.03% | -3.4% |
| Q4 2022 | $37,088 | +12.4% | 470 | 0.0% | 0.03% | +7.4% |
| Q3 2022 | $33,000 | -13.2% | 470 | 0.0% | 0.03% | -10.0% |
| Q2 2022 | $38,000 | -5.0% | 470 | 0.0% | 0.03% | +15.4% |
| Q1 2022 | $40,000 | -7.0% | 470 | 0.0% | 0.03% | 0.0% |
| Q4 2021 | $43,000 | -4.4% | 470 | 0.0% | 0.03% | -13.3% |
| Q3 2021 | $45,000 | +125.0% | 470 | +130.4% | 0.03% | +130.8% |
| Q2 2021 | $20,000 | +5.3% | 204 | 0.0% | 0.01% | -7.1% |
| Q1 2021 | $19,000 | – | 204 | – | 0.01% | – |
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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% |