ISHARES TR's ticker is SDG and the CUSIP is 46435G532. A total of 59 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $377 | -6.5% | 5,065 | -0.6% | 0.00% | 0.0% |
| Q2 2023 | $403 | +11.0% | 5,094 | +11.1% | 0.00% | 0.0% |
| Q1 2023 | $363 | -6.7% | 4,584 | -7.0% | 0.00% | -50.0% |
| Q4 2022 | $389 | -99.9% | 4,931 | -1.8% | 0.00% | 0.0% |
| Q3 2022 | $356,000 | -12.5% | 5,021 | -1.0% | 0.00% | 0.0% |
| Q2 2022 | $407,000 | -13.4% | 5,071 | -8.0% | 0.00% | 0.0% |
| Q1 2022 | $470,000 | -4.9% | 5,514 | +1.2% | 0.00% | 0.0% |
| Q4 2021 | $494,000 | -17.3% | 5,448 | -12.4% | 0.00% | -33.3% |
| Q3 2021 | $597,000 | -4.0% | 6,219 | -0.6% | 0.00% | 0.0% |
| Q2 2021 | $622,000 | -4.5% | 6,256 | -8.9% | 0.00% | 0.0% |
| Q1 2021 | $651,000 | +0.8% | 6,869 | -0.7% | 0.00% | 0.0% |
| Q4 2020 | $646,000 | +7.8% | 6,917 | -7.1% | 0.00% | 0.0% |
| Q3 2020 | $599,000 | – | 7,446 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CWM, LLC | 618,809 | $61,491,000 | 0.49% |
| FOSTER DYKEMA CABOT & CO INC/MA | 16,057 | $947,000 | 0.15% |
| LFA - Lugano Financial Advisors SA | 2,490 | $146,000 | 0.09% |
| MISSION WEALTH MANAGEMENT, LP | 10,233 | $604,000 | 0.07% |
| Alpha Omega Wealth Management LLC | 2,317 | $137,000 | 0.06% |
| RPg Family Wealth Advisory, LLC | 1,539 | $90,799,000 | 0.05% |
| NORTH AMERICAN MANAGEMENT CORP | 5,338 | $315,000 | 0.05% |
| Brinker Capital Investments, LLC | 25,214 | $1,487,000 | 0.05% |
| Pacific Center for Financial Services | 911 | $54,000 | 0.03% |
| LAKE STREET ADVISORS GROUP, LLC | 4,739 | $280,000 | 0.03% |