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
| 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 ↓ |
|---|---|---|---|
| Bond & Devick Financial Network, Inc. | 14,207 | $1,058,688 | 0.68% |
| Evergreen Wealth Solutions, LLC | 7,061 | $526,186 | 0.53% |
| WFA Asset Management Corp | 10,630 | $792,159 | 0.47% |
| REGATTA CAPITAL GROUP, LLC | 16,706 | $1,244,960 | 0.40% |
| MISSION WEALTH MANAGEMENT, LP | 134,057 | $9,989,905 | 0.37% |
| Whelan Financial | 8,722 | $649,963 | 0.34% |
| Berkshire Bank | 14,858 | $1,107,218 | 0.32% |
| Warren Street Wealth Advisors, LLC | 5,799 | $432,141 | 0.29% |
| KilterHowling LLC | 3,847 | $286,676 | 0.25% |
| First Pacific Financial | 7,156 | $533,265 | 0.24% |