ISHARES TR's ticker is SDG and the CUSIP is 46435G532. A total of 113 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,363,470 | +5.3% | 98,812 | +11.8% | 0.00% | 0.0% |
| Q2 2023 | $6,989,759 | -11.2% | 88,422 | -11.0% | 0.00% | -33.3% |
| Q1 2023 | $7,868,477 | +408.7% | 99,362 | +406.9% | 0.00% | +200.0% |
| Q4 2022 | $1,546,873 | -68.2% | 19,603 | -71.4% | 0.00% | -50.0% |
| Q3 2022 | $4,860,000 | +84.5% | 68,578 | +108.0% | 0.00% | +100.0% |
| Q2 2022 | $2,634,000 | -60.0% | 32,977 | -57.3% | 0.00% | -50.0% |
| Q1 2022 | $6,589,000 | -70.1% | 77,242 | -68.2% | 0.00% | -71.4% |
| Q4 2021 | $22,052,000 | +239.6% | 242,970 | +259.5% | 0.01% | +250.0% |
| Q3 2021 | $6,493,000 | +33.4% | 67,590 | +38.0% | 0.00% | 0.0% |
| Q2 2021 | $4,867,000 | +860.0% | 48,983 | +815.6% | 0.00% | – |
| Q1 2021 | $507,000 | -92.0% | 5,350 | -92.1% | 0.00% | -100.0% |
| Q4 2020 | $6,328,000 | +364.6% | 67,784 | +300.5% | 0.00% | +200.0% |
| Q3 2020 | $1,362,000 | -61.8% | 16,923 | -67.6% | 0.00% | -66.7% |
| Q2 2020 | $3,565,000 | +536.6% | 52,312 | +436.8% | 0.00% | +200.0% |
| Q1 2020 | $560,000 | -52.4% | 9,745 | -45.8% | 0.00% | -50.0% |
| Q4 2019 | $1,177,000 | -44.4% | 17,989 | -50.4% | 0.00% | -33.3% |
| Q3 2019 | $2,118,000 | -2.0% | 36,284 | -3.2% | 0.00% | -25.0% |
| Q2 2019 | $2,162,000 | +218.9% | 37,474 | +226.1% | 0.00% | +300.0% |
| Q1 2019 | $678,000 | +38.9% | 11,490 | +37.4% | 0.00% | 0.0% |
| Q3 2018 | $488,000 | -83.2% | 8,364 | -83.7% | 0.00% | -85.7% |
| Q2 2018 | $2,901,000 | +108.3% | 51,183 | +116.3% | 0.01% | +75.0% |
| Q1 2018 | $1,393,000 | +480.4% | 23,661 | +483.9% | 0.00% | +300.0% |
| Q4 2017 | $240,000 | -16.7% | 4,052 | -18.6% | 0.00% | 0.0% |
| Q3 2017 | $288,000 | -17.5% | 4,976 | -20.8% | 0.00% | 0.0% |
| Q2 2017 | $349,000 | +43.6% | 6,280 | +23.3% | 0.00% | 0.0% |
| Q2 2016 | $243,000 | – | 5,092 | – | 0.00% | – |
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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% |