ISHARES TR's ticker is SDG and the CUSIP is 46435G532. A total of 120 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $226,010 | -7.4% | 3,011 | -2.9% | 0.00% | 0.0% |
| Q1 2024 | $244,010 | -5.4% | 3,100 | -2.6% | 0.00% | 0.0% |
| Q4 2023 | $257,917 | +21.1% | 3,182 | +11.3% | 0.00% | 0.0% |
| 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. | 13,775 | $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% |