ISHARES TR's ticker is SDG and the CUSIP is 46435G532. A total of 111 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $772,474 | -8.3% | 10,366 | -2.8% | 0.00% | 0.0% |
| Q2 2023 | $842,831 | +8.6% | 10,662 | +8.8% | 0.00% | 0.0% |
| Q1 2023 | $776,062 | -2.3% | 9,800 | -2.7% | 0.00% | -50.0% |
| Q4 2022 | $794,545 | +9.6% | 10,069 | -1.6% | 0.01% | 0.0% |
| Q3 2022 | $725,000 | -40.0% | 10,236 | -23.1% | 0.01% | -20.0% |
| Q4 2021 | $1,208,000 | -5.3% | 13,315 | 0.0% | 0.01% | -9.1% |
| Q3 2021 | $1,275,000 | -3.7% | 13,315 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $1,324,000 | +4.8% | 13,315 | 0.0% | 0.01% | +22.2% |
| Q1 2021 | $1,263,000 | -49.2% | 13,315 | -50.0% | 0.01% | +12.5% |
| Q4 2020 | $2,486,000 | – | 26,630 | – | 0.01% | – |
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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% |