ISHARES TR's ticker is SDG and the CUSIP is 46435G532. A total of 40 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $7,000 | -12.5% | 100 | 0.0% | 0.00% | – |
Q2 2022 | $8,000 | -11.1% | 100 | 0.0% | 0.00% | – |
Q1 2022 | $9,000 | -43.8% | 100 | -42.9% | 0.00% | -100.0% |
Q4 2021 | $16,000 | -5.9% | 175 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $17,000 | 0.0% | 175 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $17,000 | 0.0% | 175 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $17,000 | +21.4% | 175 | +16.7% | 0.00% | 0.0% |
Q4 2020 | $14,000 | +75.0% | 150 | +50.0% | 0.00% | – |
Q3 2020 | $8,000 | +14.3% | 100 | 0.0% | 0.00% | – |
Q2 2020 | $7,000 | +16.7% | 100 | 0.0% | 0.00% | – |
Q1 2020 | $6,000 | -14.3% | 100 | 0.0% | 0.00% | – |
Q4 2019 | $7,000 | +16.7% | 100 | 0.0% | 0.00% | – |
Q3 2019 | $6,000 | 0.0% | 100 | 0.0% | 0.00% | – |
Q2 2019 | $6,000 | 0.0% | 100 | 0.0% | 0.00% | – |
Q1 2019 | $6,000 | +20.0% | 100 | 0.0% | 0.00% | – |
Q4 2018 | $5,000 | -16.7% | 100 | 0.0% | 0.00% | – |
Q3 2018 | $6,000 | +100.0% | 100 | +100.0% | 0.00% | – |
Q2 2018 | $3,000 | – | 50 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Bond & Devick Financial Network, Inc. | 13,775 | $1,088,895 | 0.68% |
WFA Asset Management Corp | 12,004 | $948,881 | 0.56% |
Evergreen Wealth Solutions, LLC | 6,996 | $553,034 | 0.56% |
REGATTA CAPITAL GROUP, LLC | 17,563 | $1,388,359 | 0.44% |
MISSION WEALTH MANAGEMENT, LP | 135,898 | $10,742,713 | 0.41% |
Whelan Financial | 9,740 | $769,947 | 0.40% |
Baltimore-Washington Financial Advisors, Inc. | 56,951 | $4,501,977 | 0.36% |
Berkshire Bank | 14,675 | $1,160,058 | 0.32% |
Warren Street Wealth Advisors, LLC | 5,800 | $458,490 | 0.30% |
Claro Advisors LLC | 13,175 | $1,041,502 | 0.26% |