ISHARES TR's ticker is SDG and the CUSIP is 46435G532. A total of 112 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,012,876 | -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 ↓ |
|---|---|---|---|
| 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% |