ISHARES TR's ticker is SDG and the CUSIP is 46435G532. A total of 83 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $287,548 | +14.6% | 3,644 | +2.9% | 0.00% | 0.0% |
| Q3 2022 | $251,000 | -23.0% | 3,542 | -13.2% | 0.00% | 0.0% |
| Q2 2022 | $326,000 | +15.2% | 4,081 | +23.0% | 0.00% | 0.0% |
| Q1 2022 | $283,000 | -92.0% | 3,318 | -91.5% | 0.00% | -85.7% |
| Q4 2021 | $3,555,000 | -58.5% | 39,174 | -56.1% | 0.01% | -58.8% |
| Q3 2021 | $8,575,000 | -1.5% | 89,259 | +1.9% | 0.02% | -5.6% |
| Q2 2021 | $8,702,000 | +8.6% | 87,568 | +3.6% | 0.02% | 0.0% |
| Q1 2021 | $8,014,000 | +102.3% | 84,495 | +99.1% | 0.02% | +80.0% |
| Q4 2020 | $3,962,000 | +1383.9% | 42,436 | +1180.9% | 0.01% | +900.0% |
| Q3 2020 | $267,000 | +30.9% | 3,313 | +10.4% | 0.00% | 0.0% |
| Q2 2020 | $204,000 | -57.0% | 3,000 | -63.0% | 0.00% | -50.0% |
| Q3 2019 | $474,000 | +1.3% | 8,119 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $468,000 | -2.3% | 8,119 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $479,000 | – | 8,119 | – | 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% |