ISHARES TR's ticker is SDG and the CUSIP is 46435G532. A total of 113 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
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. | 13,794 | $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% |