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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,101,254 | -24.1% | 14,778 | -19.5% | 0.00% | 0.0% |
| Q2 2023 | $1,450,933 | +2.0% | 18,355 | +2.2% | 0.00% | 0.0% |
| Q1 2023 | $1,422,158 | +46.9% | 17,959 | +46.4% | 0.00% | 0.0% |
| Q4 2022 | $968,160 | +14.0% | 12,269 | +2.5% | 0.00% | – |
| Q3 2022 | $849,000 | -22.1% | 11,973 | -12.3% | 0.00% | -100.0% |
| Q2 2022 | $1,090,000 | -6.4% | 13,649 | -0.0% | 0.00% | 0.0% |
| Q1 2022 | $1,164,000 | +19.3% | 13,651 | +27.0% | 0.00% | – |
| Q4 2021 | $976,000 | +25.4% | 10,750 | +32.7% | 0.00% | – |
| Q3 2021 | $778,000 | +42.2% | 8,102 | +47.0% | 0.00% | – |
| Q2 2021 | $547,000 | +40.6% | 5,510 | +34.2% | 0.00% | – |
| Q1 2021 | $389,000 | +4.3% | 4,105 | +2.7% | 0.00% | – |
| Q4 2020 | $373,000 | +7.8% | 3,999 | -7.0% | 0.00% | – |
| Q3 2020 | $346,000 | +24.5% | 4,302 | +5.3% | 0.00% | – |
| Q2 2020 | $278,000 | – | 4,084 | – | 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% |