ISHARES TR's ticker is SDG and the CUSIP is 46435G532. A total of 123 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $119,436 | -4.7% | 1,591 | -0.1% | 0.00% | – |
| Q1 2024 | $125,385 | -68.7% | 1,593 | -67.8% | 0.00% | -100.0% |
| Q4 2023 | $400,954 | +236.3% | 4,947 | +209.2% | 0.00% | – |
| 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 ↓ |
|---|---|---|---|
| Bond & Devick Financial Network, Inc. | 13,775 | $1,088,895 | 0.68% |
| WFA Asset Management Corp | 12,004 | $948,881 | 0.56% |
| Evergreen Wealth Solutions, LLC | 6,996 | $553,034 | 0.56% |
| REGATTA CAPITAL GROUP, LLC | 17,563 | $1,388,359 | 0.44% |
| MISSION WEALTH MANAGEMENT, LP | 135,898 | $10,742,713 | 0.41% |
| Whelan Financial | 9,740 | $769,947 | 0.40% |
| Baltimore-Washington Financial Advisors, Inc. | 56,951 | $4,501,977 | 0.36% |
| Berkshire Bank | 14,675 | $1,160,058 | 0.32% |
| Warren Street Wealth Advisors, LLC | 5,800 | $458,490 | 0.30% |
| Claro Advisors LLC | 13,175 | $1,041,502 | 0.26% |