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 | $2,936,540 | -16.6% | 39,406 | -11.5% | 0.00% | -20.0% |
| Q2 2023 | $3,519,701 | -9.8% | 44,525 | -9.7% | 0.01% | 0.0% |
| Q1 2023 | $3,903,671 | +3.3% | 49,295 | +2.9% | 0.01% | -16.7% |
| Q4 2022 | $3,778,454 | +1194.0% | 47,883 | +1062.2% | 0.01% | +500.0% |
| Q3 2022 | $292,000 | -11.0% | 4,120 | +0.4% | 0.00% | 0.0% |
| Q2 2022 | $328,000 | +56.9% | 4,105 | +68.0% | 0.00% | – |
| Q1 2022 | $209,000 | -85.7% | 2,444 | -84.9% | 0.00% | -100.0% |
| Q4 2021 | $1,466,000 | +190.9% | 16,156 | +207.8% | 0.00% | +100.0% |
| Q3 2021 | $504,000 | +21.4% | 5,249 | +25.8% | 0.00% | 0.0% |
| Q2 2021 | $415,000 | +147.0% | 4,173 | +135.1% | 0.00% | – |
| Q1 2021 | $168,000 | – | 1,775 | – | 0.00% | – |
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% |