ISHARES TR's ticker is SDG and the CUSIP is 46435G532. A total of 125 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,201,874 | +1.6% | 29,547 | +7.8% | 0.00% | 0.0% |
| Q2 2023 | $2,167,413 | -13.4% | 27,418 | -13.2% | 0.00% | 0.0% |
| Q1 2023 | $2,502,367 | +6.1% | 31,600 | +5.7% | 0.00% | 0.0% |
| Q4 2022 | $2,358,110 | +14.8% | 29,884 | +3.1% | 0.00% | 0.0% |
| Q3 2022 | $2,054,000 | -4.2% | 28,984 | +8.1% | 0.00% | 0.0% |
| Q2 2022 | $2,143,000 | -11.4% | 26,823 | -5.4% | 0.00% | 0.0% |
| Q1 2022 | $2,419,000 | -33.7% | 28,362 | -29.5% | 0.00% | -33.3% |
| Q4 2021 | $3,651,000 | -4.0% | 40,222 | +1.5% | 0.00% | -25.0% |
| Q3 2021 | $3,805,000 | +159.2% | 39,612 | +168.2% | 0.00% | +300.0% |
| Q2 2021 | $1,468,000 | +38.8% | 14,770 | +32.4% | 0.00% | 0.0% |
| Q1 2021 | $1,058,000 | +16.0% | 11,159 | +14.2% | 0.00% | 0.0% |
| Q4 2020 | $912,000 | +91.2% | 9,774 | +65.0% | 0.00% | 0.0% |
| Q3 2020 | $477,000 | -29.2% | 5,922 | -40.1% | 0.00% | 0.0% |
| Q2 2020 | $674,000 | +10.7% | 9,893 | -6.7% | 0.00% | 0.0% |
| Q1 2020 | $609,000 | -12.9% | 10,603 | -0.7% | 0.00% | 0.0% |
| Q4 2019 | $699,000 | +57.4% | 10,680 | +40.4% | 0.00% | 0.0% |
| Q3 2019 | $444,000 | +47.5% | 7,607 | +45.9% | 0.00% | 0.0% |
| Q2 2019 | $301,000 | +5.6% | 5,213 | +7.8% | 0.00% | 0.0% |
| Q1 2019 | $285,000 | +7.1% | 4,836 | -3.5% | 0.00% | 0.0% |
| Q4 2018 | $266,000 | +6.0% | 5,011 | +16.5% | 0.00% | 0.0% |
| Q3 2018 | $251,000 | -80.4% | 4,302 | -80.3% | 0.00% | -75.0% |
| Q1 2018 | $1,283,000 | +4.8% | 21,788 | +5.3% | 0.00% | 0.0% |
| Q4 2017 | $1,224,000 | +3.4% | 20,692 | +1.2% | 0.00% | 0.0% |
| Q3 2017 | $1,184,000 | – | 20,443 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bond & Devick Financial Network, Inc. | 13,794 | $1,092,376 | 0.70% |
| WFA Asset Management Corp | 13,383 | $1,059,816 | 0.65% |
| Evergreen Wealth Solutions, LLC | 6,053 | $479 | 0.55% |
| MISSION WEALTH MANAGEMENT, LP | 137,285 | $10,871,605 | 0.46% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 8,812 | $697,783 | 0.43% |
| Whelan Financial | 9,740 | $771,311 | 0.43% |
| REGATTA CAPITAL GROUP, LLC | 15,026 | $1,185,683 | 0.42% |
| FINANCIAL MANAGEMENT NETWORK INC | 12,059 | $952,767 | 0.38% |
| Tolleson Wealth Management, Inc. | 18,367 | $1,454 | 0.38% |
| Berkshire Bank | 14,650 | $1,160,133 | 0.34% |