ISHARES TR's ticker is SDG and the CUSIP is 46435G532.
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. | 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% |