ISHARES TR's ticker is SDG and the CUSIP is 46435G532. A total of 122 filers reported holding ISHARES TR in Q4 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bond & Devick Financial Network, Inc. | 14,207 | $1,058,688 | 0.68% |
| Evergreen Wealth Solutions, LLC | 7,061 | $526,186 | 0.53% |
| WFA Asset Management Corp | 10,630 | $792,159 | 0.47% |
| REGATTA CAPITAL GROUP, LLC | 16,706 | $1,244,960 | 0.40% |
| MISSION WEALTH MANAGEMENT, LP | 134,057 | $9,989,905 | 0.37% |
| Whelan Financial | 8,722 | $649,963 | 0.34% |
| Berkshire Bank | 14,858 | $1,107,218 | 0.32% |
| Warren Street Wealth Advisors, LLC | 5,799 | $432,141 | 0.29% |
| KilterHowling LLC | 3,847 | $286,676 | 0.25% |
| First Pacific Financial | 7,156 | $533,265 | 0.24% |