ISHARES TR's ticker is SDG and the CUSIP is 46435G532. A total of 122 filers reported holding ISHARES TR in Q4 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 ↓ |
|---|---|---|---|
| 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% |