ISHARES TR's ticker is SDG and the CUSIP is 46435G532. A total of 83 filers reported holding ISHARES TR in Q4 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 ↓ |
|---|---|---|---|
| WFA Asset Management Corp | 14,893 | $1,175,244 | 0.77% |
| Bond & Devick Financial Network, Inc. | 13,637 | $1,076,125 | 0.77% |
| Evergreen Wealth Solutions, LLC | 6,433 | $508 | 0.67% |
| First Pacific Financial | 15,078 | $1,189,773 | 0.59% |
| Whelan Financial | 11,521 | $909,122 | 0.55% |
| BSW Wealth Partners | 30,638 | $2,418 | 0.52% |
| MISSION WEALTH MANAGEMENT, LP | 136,822 | $10,796,591 | 0.52% |
| FINANCIAL MANAGEMENT NETWORK INC | 13,884 | $1,121,257 | 0.50% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 9,342 | $737,155 | 0.48% |
| REGATTA CAPITAL GROUP, LLC | 15,026 | $1,185,680 | 0.42% |