ISHARES TR's ticker is SDG and the CUSIP is 46435G532. A total of 83 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
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 ↓ |
---|---|---|---|
Bond & Devick Financial Network, Inc. | 13,794 | $1,092,376 | 0.70% |
WFA Asset Management Corp | 13,383 | $1,059,816 | 0.65% |
Evergreen Wealth Solutions, LLC | 6,053 | $479 | 0.55% |
MISSION WEALTH MANAGEMENT, LP | 137,285 | $10,871,605 | 0.46% |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 8,812 | $697,783 | 0.43% |
Whelan Financial | 9,740 | $771,311 | 0.43% |
REGATTA CAPITAL GROUP, LLC | 15,026 | $1,185,683 | 0.42% |
FINANCIAL MANAGEMENT NETWORK INC | 12,059 | $952,767 | 0.38% |
Tolleson Wealth Management, Inc. | 18,367 | $1,454 | 0.38% |
Berkshire Bank | 14,650 | $1,160,133 | 0.34% |