ISHARES TR's ticker is SDG and the CUSIP is 46435G532. A total of 100 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RPg Family Wealth Advisory, LLC | 1,119 | $66,211,000 | 0.06% |
| Patten Group, Inc. | 1,725 | $102,000 | 0.04% |
| Brinker Capital Investments, LLC | 18,924 | $1,120,000 | 0.04% |
| Pacific Center for Financial Services | 966 | $57,000 | 0.04% |
| CWM, LLC | 4,962 | $294,000 | 0.01% |
| Winslow, Evans & Crocker, Inc. | 260 | $15,386,000 | 0.01% |
| LPL Financial LLC | 20,692 | $1,224,000 | 0.00% |
| Advisor Group, Inc. | 1,974 | $117,000 | 0.00% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 3,505 | $208,000 | 0.00% |
| Live Your Vision, LLC | 99 | $6,000 | 0.00% |