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 | $348,605 | -5.7% | 4,678 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $369,796 | -0.2% | 4,678 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $370,451 | +0.4% | 4,678 | 0.0% | 0.01% | -7.1% |
| Q4 2022 | $369,141 | +11.5% | 4,678 | 0.0% | 0.01% | +7.7% |
| Q3 2022 | $331,000 | -11.3% | 4,678 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $373,000 | -6.5% | 4,678 | 0.0% | 0.01% | -40.9% |
| Q1 2022 | $399,000 | -6.1% | 4,678 | 0.0% | 0.02% | +69.2% |
| Q4 2021 | $425,000 | +36.7% | 4,678 | +44.6% | 0.01% | +30.0% |
| Q3 2021 | $311,000 | -3.4% | 3,236 | 0.0% | 0.01% | -41.2% |
| Q2 2021 | $322,000 | +4.9% | 3,236 | 0.0% | 0.02% | -5.6% |
| Q1 2021 | $307,000 | +1.7% | 3,236 | 0.0% | 0.02% | -10.0% |
| Q4 2020 | $302,000 | +16.2% | 3,236 | 0.0% | 0.02% | +5.3% |
| Q3 2020 | $260,000 | – | 3,236 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RPg Family Wealth Advisory, LLC | 1,119 | $66,211,000 | 0.06% |
| Patten Group, Inc. | 1,725 | $102,000 | 0.04% |
| Brinker Capital Investments, LLC | 18,924 | $1,120,000 | 0.04% |
| Pacific Center for Financial Services | 966 | $57,000 | 0.04% |
| CWM, LLC | 4,962 | $294,000 | 0.01% |
| Winslow, Evans & Crocker, Inc. | 260 | $15,386,000 | 0.01% |
| LPL Financial LLC | 20,692 | $1,224,000 | 0.00% |
| Advisor Group, Inc. | 1,974 | $117,000 | 0.00% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 3,505 | $208,000 | 0.00% |
| Live Your Vision, LLC | 99 | $6,000 | 0.00% |