ISHARES TR's ticker is SDG and the CUSIP is 46435G532. A total of 113 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $287,403 | -0.2% | 3,636 | 0.0% | 0.00% | – |
| Q1 2023 | $287,922 | +0.4% | 3,636 | 0.0% | 0.00% | – |
| Q4 2022 | $286,900 | +11.2% | 3,636 | +0.0% | 0.00% | – |
| Q3 2022 | $258,000 | -11.0% | 3,635 | 0.0% | 0.00% | – |
| Q2 2022 | $290,000 | -10.2% | 3,635 | -4.0% | 0.00% | – |
| Q1 2022 | $323,000 | -25.2% | 3,787 | -20.4% | 0.00% | – |
| Q4 2021 | $432,000 | +14.9% | 4,757 | +21.7% | 0.00% | – |
| Q3 2021 | $376,000 | +0.8% | 3,908 | +4.0% | 0.00% | – |
| Q2 2021 | $373,000 | +41.3% | 3,756 | +34.8% | 0.00% | – |
| Q1 2021 | $264,000 | +1.5% | 2,786 | 0.0% | 0.00% | – |
| Q4 2020 | $260,000 | – | 2,786 | – | 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% |