ISHARES TR's ticker is SDG and the CUSIP is 46435G532. A total of 115 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $19,969 | -4.6% | 266 | 0.0% | 0.01% | -7.1% |
| Q1 2024 | $20,937 | -45.0% | 266 | -43.4% | 0.01% | -50.0% |
| Q4 2023 | $38,093 | +8.8% | 470 | 0.0% | 0.03% | +3.7% |
| 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 ↓ |
|---|---|---|---|
| FOSTER DYKEMA CABOT & CO INC/MA | 16,185 | $944,000 | 0.15% |
| LFA - Lugano Financial Advisors SA | 2,490 | $145,000 | 0.10% |
| RPg Family Wealth Advisory, LLC | 1,319 | $76,895,000 | 0.06% |
| NORTH AMERICAN MANAGEMENT CORP | 5,658 | $330,000 | 0.05% |
| CWM, LLC | 29,461 | $1,718,000 | 0.04% |
| Brinker Capital Investments, LLC | 22,970 | $1,339,000 | 0.04% |
| Patten Group, Inc. | 1,855 | $108,000 | 0.04% |
| Pacific Center for Financial Services | 902 | $53,000 | 0.03% |
| Avestar Capital, LLC | 500 | $29,000 | 0.02% |
| Global Retirement Partners, LLC | 625 | $36,000 | 0.01% |