ISHARES TR's ticker is SDG and the CUSIP is 46435G532. A total of 114 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $414,326 | +21.4% | 5,519 | +27.3% | 0.00% | – |
| Q1 2024 | $341,208 | -40.2% | 4,335 | -38.4% | 0.00% | -100.0% |
| Q4 2023 | $570,135 | -0.3% | 7,034 | -8.4% | 0.00% | 0.0% |
| Q3 2023 | $572,014 | +20.1% | 7,676 | +27.4% | 0.00% | 0.0% |
| Q2 2023 | $476,384 | +0.3% | 6,026 | +0.5% | 0.00% | 0.0% |
| Q1 2023 | $474,851 | +0.8% | 5,996 | +0.4% | 0.00% | 0.0% |
| Q4 2022 | $471,200 | +5.9% | 5,971 | -4.9% | 0.00% | 0.0% |
| Q3 2022 | $445,000 | -30.7% | 6,281 | -11.2% | 0.00% | 0.0% |
| Q4 2021 | $642,000 | -1.1% | 7,075 | +4.6% | 0.00% | 0.0% |
| Q3 2021 | $649,000 | -3.4% | 6,761 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $672,000 | +61.5% | 6,761 | +54.2% | 0.00% | 0.0% |
| Q1 2021 | $416,000 | +33.3% | 4,384 | +31.1% | 0.00% | 0.0% |
| Q4 2020 | $312,000 | – | 3,343 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bond & Devick Financial Network, Inc. | 13,775 | $1,088,895 | 0.68% |
| WFA Asset Management Corp | 12,004 | $948,881 | 0.56% |
| Evergreen Wealth Solutions, LLC | 6,996 | $553,034 | 0.56% |
| REGATTA CAPITAL GROUP, LLC | 17,563 | $1,388,359 | 0.44% |
| MISSION WEALTH MANAGEMENT, LP | 135,898 | $10,742,713 | 0.41% |
| Whelan Financial | 9,740 | $769,947 | 0.40% |
| Baltimore-Washington Financial Advisors, Inc. | 56,951 | $4,501,977 | 0.36% |
| Berkshire Bank | 14,675 | $1,160,058 | 0.32% |
| Warren Street Wealth Advisors, LLC | 5,800 | $458,490 | 0.30% |
| Claro Advisors LLC | 13,175 | $1,041,502 | 0.26% |