ISHARES TR's ticker is SDG and the CUSIP is 46435G532. A total of 125 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $394,500 | +11.4% | 5,000 | 0.0% | 0.02% | +6.7% |
| Q3 2022 | $354,000 | -11.3% | 5,000 | 0.0% | 0.02% | -6.2% |
| Q2 2022 | $399,000 | -6.6% | 5,000 | 0.0% | 0.02% | +6.7% |
| Q1 2022 | $427,000 | -5.9% | 5,000 | 0.0% | 0.02% | -11.8% |
| Q4 2021 | $454,000 | -5.4% | 5,000 | 0.0% | 0.02% | -15.0% |
| Q3 2021 | $480,000 | -3.4% | 5,000 | 0.0% | 0.02% | -4.8% |
| Q2 2021 | $497,000 | +4.9% | 5,000 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $474,000 | +1.5% | 5,000 | 0.0% | 0.02% | -8.7% |
| Q4 2020 | $467,000 | +16.2% | 5,000 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $402,000 | +17.9% | 5,000 | 0.0% | 0.02% | +9.5% |
| Q2 2020 | $341,000 | +18.8% | 5,000 | 0.0% | 0.02% | -4.5% |
| Q1 2020 | $287,000 | -12.2% | 5,000 | 0.0% | 0.02% | +4.8% |
| Q4 2019 | $327,000 | +12.0% | 5,000 | 0.0% | 0.02% | +5.0% |
| Q3 2019 | $292,000 | +1.4% | 5,000 | 0.0% | 0.02% | -4.8% |
| Q2 2019 | $288,000 | -2.4% | 5,000 | 0.0% | 0.02% | -4.5% |
| Q1 2019 | $295,000 | +11.3% | 5,000 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $265,000 | – | 5,000 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bond & Devick Financial Network, Inc. | 13,794 | $1,092,376 | 0.70% |
| WFA Asset Management Corp | 13,383 | $1,059,816 | 0.65% |
| Evergreen Wealth Solutions, LLC | 6,053 | $479 | 0.55% |
| MISSION WEALTH MANAGEMENT, LP | 137,285 | $10,871,605 | 0.46% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 8,812 | $697,783 | 0.43% |
| Whelan Financial | 9,740 | $771,311 | 0.43% |
| REGATTA CAPITAL GROUP, LLC | 15,026 | $1,185,683 | 0.42% |
| FINANCIAL MANAGEMENT NETWORK INC | 12,059 | $952,767 | 0.38% |
| Tolleson Wealth Management, Inc. | 18,367 | $1,454 | 0.38% |
| Berkshire Bank | 14,650 | $1,160,133 | 0.34% |