ISHARES TR's ticker is SDG and the CUSIP is 46435G532.
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 ↓ |
|---|---|---|---|
| RPg Family Wealth Advisory, LLC | 1,119 | $66,211,000 | 0.06% |
| Patten Group, Inc. | 1,725 | $102,000 | 0.04% |
| Brinker Capital Investments, LLC | 18,924 | $1,120,000 | 0.04% |
| Pacific Center for Financial Services | 966 | $57,000 | 0.04% |
| CWM, LLC | 4,962 | $294,000 | 0.01% |
| Winslow, Evans & Crocker, Inc. | 260 | $15,386,000 | 0.01% |
| LPL Financial LLC | 20,692 | $1,224,000 | 0.00% |
| Advisor Group, Inc. | 1,974 | $117,000 | 0.00% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 3,505 | $208,000 | 0.00% |
| Live Your Vision, LLC | 99 | $6,000 | 0.00% |