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 | $213,044 | -11.9% | 2,859 | -6.5% | 0.00% | 0.0% |
| Q2 2023 | $241,806 | -7.9% | 3,059 | -7.7% | 0.00% | -33.3% |
| Q1 2023 | $262,489 | +9.4% | 3,315 | -2.0% | 0.00% | 0.0% |
| Q3 2022 | $240,000 | -13.7% | 3,384 | -2.8% | 0.00% | +50.0% |
| Q2 2022 | $278,000 | -10.3% | 3,481 | -4.2% | 0.00% | 0.0% |
| Q1 2022 | $310,000 | -6.1% | 3,634 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $330,000 | -5.2% | 3,634 | +0.4% | 0.00% | 0.0% |
| Q3 2021 | $348,000 | -3.1% | 3,619 | +0.3% | 0.00% | -33.3% |
| Q2 2021 | $359,000 | +20.9% | 3,609 | +15.3% | 0.00% | 0.0% |
| Q1 2021 | $297,000 | +725.0% | 3,129 | +498.3% | 0.00% | – |
| Q2 2020 | $36,000 | – | 523 | – | 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% |