ISHARES TR's ticker is SDG and the CUSIP is 46435G532. A total of 113 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $31,552 | -6.7% | 423,409 | -1.1% | 0.19% | -7.7% |
| Q2 2023 | $33,826 | -1.1% | 427,911 | -0.9% | 0.21% | -9.5% |
| Q1 2023 | $34,186 | -2.6% | 431,690 | -3.0% | 0.23% | -10.8% |
| Q4 2022 | $35,114 | -99.9% | 444,991 | -13.3% | 0.26% | -10.4% |
| Q3 2022 | $36,389,000 | -14.4% | 513,467 | -3.5% | 0.29% | -12.2% |
| Q2 2022 | $42,503,000 | -20.0% | 532,083 | -14.6% | 0.33% | -12.7% |
| Q1 2022 | $53,155,000 | -10.0% | 623,151 | -4.3% | 0.38% | -9.4% |
| Q4 2021 | $59,081,000 | -3.9% | 650,957 | +5.2% | 0.42% | -15.1% |
| Q2 2021 | $61,491,000 | 0.0% | 618,809 | 0.0% | 0.49% | 0.0% |
| Q1 2021 | $61,491,000 | 0.0% | 618,809 | 0.0% | 0.49% | 0.0% |
| Q4 2020 | $61,491,000 | 0.0% | 618,809 | 0.0% | 0.49% | 0.0% |
| Q3 2020 | $61,491,000 | 0.0% | 618,809 | 0.0% | 0.49% | 0.0% |
| Q2 2020 | $61,491,000 | 0.0% | 618,809 | 0.0% | 0.49% | 0.0% |
| Q1 2020 | $61,491,000 | 0.0% | 618,809 | 0.0% | 0.49% | 0.0% |
| Q4 2019 | $61,491,000 | 0.0% | 618,809 | 0.0% | 0.49% | 0.0% |
| Q3 2019 | $61,491,000 | 0.0% | 618,809 | 0.0% | 0.49% | 0.0% |
| Q2 2019 | $61,491,000 | 0.0% | 618,809 | 0.0% | 0.49% | 0.0% |
| Q1 2019 | $61,491,000 | +3220.2% | 618,809 | +1670.5% | 0.49% | +965.2% |
| Q4 2018 | $1,852,000 | +7.8% | 34,952 | +18.6% | 0.05% | +4.5% |
| Q3 2018 | $1,718,000 | +27.3% | 29,461 | +23.7% | 0.04% | 0.0% |
| Q2 2018 | $1,350,000 | +82.7% | 23,826 | +89.8% | 0.04% | +51.7% |
| Q1 2018 | $739,000 | +151.4% | 12,552 | +153.0% | 0.03% | +123.1% |
| Q4 2017 | $294,000 | +5780.0% | 4,962 | +5737.6% | 0.01% | – |
| Q3 2017 | $5,000 | – | 85 | – | 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% |