Covington Capital Management - ISHARES TR ownership

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
Covington Capital Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$7,000
-12.5%
1000.0%0.00%
Q2 2022$8,000
-11.1%
1000.0%0.00%
Q1 2022$9,000
-43.8%
100
-42.9%
0.00%
-100.0%
Q4 2021$16,000
-5.9%
1750.0%0.00%0.0%
Q3 2021$17,0000.0%1750.0%0.00%0.0%
Q2 2021$17,0000.0%1750.0%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%
1000.0%0.00%
Q2 2020$7,000
+16.7%
1000.0%0.00%
Q1 2020$6,000
-14.3%
1000.0%0.00%
Q4 2019$7,000
+16.7%
1000.0%0.00%
Q3 2019$6,0000.0%1000.0%0.00%
Q2 2019$6,0000.0%1000.0%0.00%
Q1 2019$6,000
+20.0%
1000.0%0.00%
Q4 2018$5,000
-16.7%
1000.0%0.00%
Q3 2018$6,000
+100.0%
100
+100.0%
0.00%
Q2 2018$3,000500.00%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Bond & Devick Financial Network, Inc. 14,207$1,058,6880.68%
Evergreen Wealth Solutions, LLC 7,061$526,1860.53%
WFA Asset Management Corp 10,630$792,1590.47%
REGATTA CAPITAL GROUP, LLC 16,706$1,244,9600.40%
MISSION WEALTH MANAGEMENT, LP 134,057$9,989,9050.37%
Whelan Financial 8,722$649,9630.34%
Berkshire Bank 14,858$1,107,2180.32%
Warren Street Wealth Advisors, LLC 5,799$432,1410.29%
KilterHowling LLC 3,847$286,6760.25%
First Pacific Financial 7,156$533,2650.24%
View complete list of ISHARES TR shareholders