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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $133,000 | -13.1% | 1,462 | -8.1% | 0.01% | -25.0% |
| Q3 2021 | $153,000 | -38.1% | 1,590 | -36.1% | 0.01% | -40.0% |
| Q2 2021 | $247,000 | +137.5% | 2,489 | +126.1% | 0.02% | +122.2% |
| Q1 2021 | $104,000 | +96.2% | 1,101 | +92.8% | 0.01% | +80.0% |
| Q4 2020 | $53,000 | +120.8% | 571 | +91.0% | 0.01% | +66.7% |
| Q3 2020 | $24,000 | +41.2% | 299 | 0.0% | 0.00% | +50.0% |
| Q1 2020 | $17,000 | -5.6% | 299 | +8.3% | 0.00% | 0.0% |
| Q4 2019 | $18,000 | +12.5% | 276 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $16,000 | 0.0% | 276 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $16,000 | +6.7% | 276 | 0.0% | 0.00% | -33.3% |
| Q4 2018 | $15,000 | – | 276 | – | 0.00% | – |
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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% |