ISHARES TR's ticker is SDG and the CUSIP is 46435G532. A total of 113 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $232,726 | +5.5% | 3,123 | +11.9% | 0.00% | +33.3% |
| Q2 2023 | $220,629 | +2.6% | 2,791 | +2.8% | 0.00% | 0.0% |
| Q1 2023 | $215,001 | -5.4% | 2,715 | -5.8% | 0.00% | -25.0% |
| Q4 2022 | $227,340 | +10.9% | 2,881 | -0.2% | 0.00% | 0.0% |
| Q3 2022 | $205,000 | -6.0% | 2,887 | +5.6% | 0.00% | 0.0% |
| Q2 2022 | $218,000 | -6.0% | 2,735 | +0.7% | 0.00% | +33.3% |
| Q1 2022 | $232,000 | – | 2,717 | – | 0.00% | – |
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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% |