ISHARES TR's ticker is SDG and the CUSIP is 46435G532. A total of 32 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,516,855 | -4.0% | 20,355 | +1.8% | 0.00% | 0.0% |
| Q2 2023 | $1,580,210 | -5.9% | 19,990 | -5.7% | 0.00% | 0.0% |
| Q1 2023 | $1,678,987 | +7.2% | 21,202 | +6.8% | 0.00% | 0.0% |
| Q4 2022 | $1,566,206 | -17.2% | 19,848 | -25.6% | 0.00% | 0.0% |
| Q3 2022 | $1,891,000 | -37.2% | 26,691 | -29.2% | 0.00% | 0.0% |
| Q2 2022 | $3,010,000 | -17.1% | 37,683 | -11.5% | 0.00% | 0.0% |
| Q1 2022 | $3,633,000 | -6.3% | 42,595 | -0.3% | 0.00% | 0.0% |
| Q4 2021 | $3,876,000 | -11.5% | 42,703 | -6.4% | 0.00% | 0.0% |
| Q3 2021 | $4,381,000 | +5.1% | 45,603 | +8.7% | 0.00% | 0.0% |
| Q2 2021 | $4,169,000 | -10.2% | 41,947 | -14.3% | 0.00% | -50.0% |
| Q1 2021 | $4,643,000 | +86.5% | 48,946 | +83.5% | 0.00% | +100.0% |
| Q4 2020 | $2,489,000 | +66.3% | 26,670 | +43.4% | 0.00% | 0.0% |
| Q3 2020 | $1,497,000 | +65.0% | 18,601 | +39.8% | 0.00% | – |
| Q2 2020 | $907,000 | +22.6% | 13,302 | +3.3% | 0.00% | – |
| Q1 2020 | $740,000 | +14.7% | 12,875 | +30.6% | 0.00% | – |
| Q4 2019 | $645,000 | +11.2% | 9,860 | -0.9% | 0.00% | – |
| Q3 2019 | $580,000 | -6.5% | 9,947 | -7.4% | 0.00% | – |
| Q2 2019 | $620,000 | +13.1% | 10,747 | +15.8% | 0.00% | – |
| Q1 2019 | $548,000 | +4.0% | 9,284 | -6.6% | 0.00% | – |
| Q4 2018 | $527,000 | +9.1% | 9,945 | +20.0% | 0.00% | – |
| Q3 2018 | $483,000 | +1.9% | 8,288 | -0.9% | 0.00% | – |
| Q2 2018 | $474,000 | -11.6% | 8,367 | -8.2% | 0.00% | – |
| Q1 2018 | $536,000 | +151.6% | 9,118 | +153.8% | 0.00% | – |
| Q4 2017 | $213,000 | +60.2% | 3,593 | +56.9% | 0.00% | – |
| Q3 2017 | $133,000 | +1008.3% | 2,290 | +878.6% | 0.00% | – |
| Q3 2016 | $12,000 | – | 234 | – | 0.00% | – |
Download | ||||||
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% |