ISHARES TR's ticker is SDG and the CUSIP is 46435G532. A total of 112 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,329,692 | +116.1% | 98,359 | +129.2% | 0.02% | -35.1% |
| Q2 2023 | $3,392,227 | +10.6% | 42,912 | +10.8% | 0.04% | +2.8% |
| Q1 2023 | $3,067,733 | +29.9% | 38,739 | +34.9% | 0.04% | +20.0% |
| Q4 2022 | $2,361,184 | +20.8% | 28,711 | +3.6% | 0.03% | +7.1% |
| Q3 2022 | $1,954,000 | +11.5% | 27,714 | +27.8% | 0.03% | +16.7% |
| Q2 2022 | $1,753,000 | +63.5% | 21,690 | +75.9% | 0.02% | +71.4% |
| Q1 2022 | $1,072,000 | – | 12,333 | – | 0.01% | – |
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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% |