ISHARES TR's ticker is SDG and the CUSIP is 46435G532. A total of 112 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,039,042 | -5.5% | 13,943 | +0.3% | 0.00% | 0.0% |
| Q2 2023 | $1,099,228 | +107037.2% | 13,905 | +7.3% | 0.00% | 0.0% |
| Q1 2023 | $1,026 | -2.6% | 12,958 | -2.9% | 0.00% | 0.0% |
| Q4 2022 | $1,053 | -99.9% | 13,348 | -20.8% | 0.00% | -40.0% |
| Q3 2022 | $1,194,000 | -26.3% | 16,849 | -16.9% | 0.01% | -28.6% |
| Q2 2022 | $1,619,000 | -5.4% | 20,267 | +1.0% | 0.01% | +16.7% |
| Q1 2022 | $1,711,000 | +5.7% | 20,063 | +12.5% | 0.01% | -14.3% |
| Q4 2021 | $1,618,000 | +2.5% | 17,831 | +8.5% | 0.01% | -12.5% |
| Q3 2021 | $1,578,000 | +1.9% | 16,431 | +5.4% | 0.01% | -20.0% |
| Q2 2021 | $1,549,000 | +17.3% | 15,589 | +12.0% | 0.01% | +11.1% |
| Q1 2021 | $1,320,000 | +56.6% | 13,914 | +32.8% | 0.01% | +12.5% |
| Q3 2020 | $843,000 | – | 10,479 | – | 0.01% | – |
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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% |