ISHARES TR's ticker is SDG and the CUSIP is 46435G532. A total of 8 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,012,876 | -16.4% | 13,592 | -11.4% | 0.00% | – |
| Q2 2023 | $1,212,232 | +116.9% | 15,335 | +119.0% | 0.00% | – |
| Q2 2022 | $559,000 | -49.1% | 7,002 | -45.6% | 0.00% | – |
| Q1 2022 | $1,098,000 | -84.1% | 12,879 | -83.1% | 0.00% | – |
| Q4 2021 | $6,908,000 | +197.8% | 76,132 | +211.2% | 0.00% | – |
| Q1 2021 | $2,320,000 | -51.7% | 24,461 | -52.4% | 0.00% | – |
| Q4 2020 | $4,800,000 | +1200.8% | 51,426 | +719.9% | 0.00% | – |
| Q1 2019 | $369,000 | -1.9% | 6,272 | -5.2% | 0.00% | – |
| Q2 2018 | $376,000 | -85.7% | 6,614 | -85.2% | 0.00% | -100.0% |
| Q1 2018 | $2,632,000 | +122.1% | 44,747 | +118.7% | 0.00% | – |
| Q3 2017 | $1,185,000 | +413.0% | 20,461 | +354.7% | 0.00% | – |
| Q1 2017 | $231,000 | +7.4% | 4,500 | 0.0% | 0.00% | – |
| Q4 2016 | $215,000 | -4.4% | 4,500 | 0.0% | 0.00% | – |
| Q3 2016 | $225,000 | – | 4,500 | – | 0.00% | – |
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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% |