ISHARES TR's ticker is SDG and the CUSIP is 46435G532. A total of 43 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $56,710 | +38.3% | 761 | +69.1% | 0.01% | +66.7% |
| Q4 2021 | $41,000 | -4.7% | 450 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $43,000 | -4.4% | 450 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $45,000 | +4.7% | 450 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $43,000 | +2.4% | 450 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $42,000 | -12.5% | 450 | -25.1% | 0.00% | -25.0% |
| Q3 2020 | $48,000 | +54.8% | 601 | +33.6% | 0.00% | +100.0% |
| Q2 2020 | $31,000 | +6.9% | 450 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $29,000 | +26.1% | 450 | +12.5% | 0.00% | 0.0% |
| Q3 2019 | $23,000 | 0.0% | 400 | 0.0% | 0.00% | -33.3% |
| Q2 2019 | $23,000 | -4.2% | 400 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $24,000 | – | 400 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bond & Devick Financial Network, Inc. | 13,775 | $1,088,895 | 0.68% |
| WFA Asset Management Corp | 12,004 | $948,881 | 0.56% |
| Evergreen Wealth Solutions, LLC | 6,996 | $553,034 | 0.56% |
| REGATTA CAPITAL GROUP, LLC | 17,563 | $1,388,359 | 0.44% |
| MISSION WEALTH MANAGEMENT, LP | 135,898 | $10,742,713 | 0.41% |
| Whelan Financial | 9,740 | $769,947 | 0.40% |
| Baltimore-Washington Financial Advisors, Inc. | 56,951 | $4,501,977 | 0.36% |
| Berkshire Bank | 14,675 | $1,160,058 | 0.32% |
| Warren Street Wealth Advisors, LLC | 5,800 | $458,490 | 0.30% |
| Claro Advisors LLC | 13,175 | $1,041,502 | 0.26% |