ISHARES TR's ticker is SDG and the CUSIP is 46435G532. A total of 108 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $119,232 | -12.3% | 1,600 | -7.0% | 0.00% | -100.0% |
| Q2 2023 | $135,966 | -13.3% | 1,720 | -13.1% | 0.00% | 0.0% |
| Q1 2023 | $156,796 | -0.5% | 1,980 | -0.9% | 0.00% | 0.0% |
| Q4 2022 | $157,662 | +8.0% | 1,998 | -3.1% | 0.00% | 0.0% |
| Q3 2022 | $146,000 | -18.4% | 2,062 | -8.2% | 0.00% | 0.0% |
| Q2 2022 | $179,000 | +34.6% | 2,245 | +44.3% | 0.00% | 0.0% |
| Q1 2022 | $133,000 | -25.3% | 1,556 | -20.5% | 0.00% | 0.0% |
| Q4 2021 | $178,000 | -49.7% | 1,957 | -47.0% | 0.00% | -50.0% |
| Q3 2021 | $354,000 | +15.3% | 3,689 | +19.4% | 0.00% | +100.0% |
| Q2 2021 | $307,000 | +2.0% | 3,089 | -2.7% | 0.00% | -50.0% |
| Q1 2021 | $301,000 | +9.9% | 3,175 | +8.0% | 0.00% | 0.0% |
| Q4 2020 | $274,000 | +13.2% | 2,939 | -2.2% | 0.00% | 0.0% |
| Q3 2020 | $242,000 | +43.2% | 3,004 | +21.4% | 0.00% | +100.0% |
| Q2 2020 | $169,000 | +19.0% | 2,475 | +0.2% | 0.00% | 0.0% |
| Q1 2020 | $142,000 | -9.0% | 2,471 | +3.5% | 0.00% | 0.0% |
| Q4 2019 | $156,000 | +7.6% | 2,388 | -3.6% | 0.00% | 0.0% |
| Q3 2019 | $145,000 | +51.0% | 2,476 | +48.9% | 0.00% | 0.0% |
| Q2 2019 | $96,000 | -2.0% | 1,663 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $98,000 | +30.7% | 1,663 | +17.7% | 0.00% | 0.0% |
| Q4 2018 | $75,000 | +11.9% | 1,413 | +23.8% | 0.00% | 0.0% |
| Q3 2018 | $67,000 | +36.7% | 1,141 | +32.7% | 0.00% | – |
| Q2 2018 | $49,000 | -3.9% | 860 | 0.0% | 0.00% | -100.0% |
| Q1 2018 | $51,000 | +240.0% | 860 | +233.3% | 0.00% | – |
| Q4 2017 | $15,000 | – | 258 | – | 0.00% | – |
Download | ||||||
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% |