ISHARES TR's ticker is SDG and the CUSIP is 46435G532. A total of 115 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $823,525 | -7.7% | 11,051 | -2.0% | 0.06% | -6.2% |
| Q2 2023 | $891,768 | +3.0% | 11,281 | +3.1% | 0.06% | +10.2% |
| Q1 2023 | $866,107 | +4.4% | 10,937 | +4.1% | 0.06% | 0.0% |
| Q4 2022 | $829,271 | +12.8% | 10,509 | +1.3% | 0.06% | +3.5% |
| Q3 2022 | $735,000 | -12.7% | 10,378 | -1.6% | 0.06% | -8.1% |
| Q2 2022 | $842,000 | -6.8% | 10,546 | -0.4% | 0.06% | +3.3% |
| Q1 2022 | $903,000 | +9.1% | 10,587 | +16.1% | 0.06% | +13.2% |
| Q4 2021 | $828,000 | -10.3% | 9,118 | -5.1% | 0.05% | -17.2% |
| Q3 2021 | $923,000 | -1.7% | 9,612 | +1.7% | 0.06% | +3.2% |
| Q2 2021 | $939,000 | +20.1% | 9,450 | +14.6% | 0.06% | +10.7% |
| Q1 2021 | $782,000 | +8.3% | 8,247 | +6.6% | 0.06% | +1.8% |
| Q4 2020 | $722,000 | +11.8% | 7,739 | -3.6% | 0.06% | -11.3% |
| Q3 2020 | $646,000 | +47.8% | 8,030 | +25.2% | 0.06% | -3.1% |
| Q2 2020 | $437,000 | +9.0% | 6,414 | -8.1% | 0.06% | -8.6% |
| Q1 2020 | $401,000 | -12.6% | 6,980 | -0.5% | 0.07% | -40.7% |
| Q4 2019 | $459,000 | – | 7,017 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bond & Devick Financial Network, Inc. | 14,207 | $1,058,688 | 0.68% |
| Evergreen Wealth Solutions, LLC | 7,061 | $526,186 | 0.53% |
| WFA Asset Management Corp | 10,630 | $792,159 | 0.47% |
| REGATTA CAPITAL GROUP, LLC | 16,706 | $1,244,960 | 0.40% |
| MISSION WEALTH MANAGEMENT, LP | 134,057 | $9,989,905 | 0.37% |
| Whelan Financial | 8,722 | $649,963 | 0.34% |
| Berkshire Bank | 14,858 | $1,107,218 | 0.32% |
| Warren Street Wealth Advisors, LLC | 5,799 | $432,141 | 0.29% |
| KilterHowling LLC | 3,847 | $286,676 | 0.25% |
| First Pacific Financial | 7,156 | $533,265 | 0.24% |