ISHARES TR's ticker is SDG and the CUSIP is 46435G532.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $29,766 | -5.7% | 399 | 0.0% | 0.00% | -25.0% |
| Q2 2023 | $31,576 | +0.7% | 399 | +0.8% | 0.00% | +33.3% |
| Q1 2023 | $31,366 | +0.4% | 396 | 0.0% | 0.00% | -25.0% |
| Q4 2022 | $31,255 | -55.4% | 396 | -60.1% | 0.00% | -50.0% |
| Q3 2022 | $70,000 | -11.4% | 993 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $79,000 | -6.0% | 993 | +1.0% | 0.01% | 0.0% |
| Q1 2022 | $84,000 | -5.6% | 983 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $89,000 | -27.0% | 983 | -22.5% | 0.01% | -27.3% |
| Q3 2021 | $122,000 | -3.2% | 1,268 | 0.0% | 0.01% | -8.3% |
| Q2 2021 | $126,000 | +5.0% | 1,268 | +0.5% | 0.01% | 0.0% |
| Q1 2021 | $120,000 | +1.7% | 1,262 | 0.0% | 0.01% | -7.7% |
| Q4 2020 | $118,000 | +16.8% | 1,262 | +0.5% | 0.01% | -7.1% |
| Q3 2020 | $101,000 | +17.4% | 1,256 | 0.0% | 0.01% | +7.7% |
| Q2 2020 | $86,000 | +19.4% | 1,256 | +0.7% | 0.01% | 0.0% |
| Q1 2020 | $72,000 | -12.2% | 1,247 | 0.0% | 0.01% | -7.1% |
| Q4 2019 | $82,000 | – | 1,247 | – | 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% |