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 ↓ |
|---|---|---|---|
| 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% |