ISHARES TR's ticker is SDG and the CUSIP is 46435G532. A total of 40 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $112,509,000 | +12.1% | 1,719 | 0.0% | 0.06% | +6.6% |
| Q3 2019 | $100,354,000 | +1.2% | 1,719 | 0.0% | 0.06% | +3.4% |
| Q2 2019 | $99,152,000 | +9.2% | 1,719 | +11.7% | 0.06% | +9.3% |
| Q1 2019 | $90,799,000 | +29.9% | 1,539 | +16.7% | 0.05% | -20.6% |
| Q4 2018 | $69,907,000 | -9.1% | 1,319 | 0.0% | 0.07% | +17.2% |
| Q3 2018 | $76,895,000 | +2.9% | 1,319 | 0.0% | 0.06% | 0.0% |
| Q2 2018 | $74,748,000 | -3.7% | 1,319 | 0.0% | 0.06% | -9.4% |
| Q1 2018 | $77,649,000 | +17.3% | 1,319 | +17.9% | 0.06% | +14.3% |
| Q4 2017 | $66,211,000 | +2.2% | 1,119 | 0.0% | 0.06% | +5.7% |
| Q3 2017 | $64,801,000 | +4.3% | 1,119 | 0.0% | 0.05% | -1.9% |
| Q2 2017 | $62,104,000 | – | 1,119 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CWM, LLC | 618,809 | $61,491,000 | 0.49% |
| FOSTER DYKEMA CABOT & CO INC/MA | 16,057 | $947,000 | 0.15% |
| LFA - Lugano Financial Advisors SA | 2,490 | $146,000 | 0.09% |
| MISSION WEALTH MANAGEMENT, LP | 10,233 | $604,000 | 0.07% |
| Alpha Omega Wealth Management LLC | 2,317 | $137,000 | 0.06% |
| RPg Family Wealth Advisory, LLC | 1,539 | $90,799,000 | 0.05% |
| NORTH AMERICAN MANAGEMENT CORP | 5,338 | $315,000 | 0.05% |
| Brinker Capital Investments, LLC | 25,214 | $1,487,000 | 0.05% |
| Pacific Center for Financial Services | 911 | $54,000 | 0.03% |
| LAKE STREET ADVISORS GROUP, LLC | 4,739 | $280,000 | 0.03% |