ISHARES TR's ticker is SDG and the CUSIP is 46435G532. A total of 24 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $220,000 | -27.6% | 2,419 | -23.5% | 0.06% | -34.8% |
| Q3 2021 | $304,000 | -11.9% | 3,161 | -8.9% | 0.09% | -11.9% |
| Q2 2021 | $345,000 | +7.5% | 3,469 | +2.5% | 0.10% | -1.9% |
| Q1 2021 | $321,000 | +7.4% | 3,384 | +5.8% | 0.10% | +27.2% |
| Q4 2020 | $299,000 | +45.9% | 3,199 | +25.6% | 0.08% | +1.2% |
| Q3 2020 | $205,000 | +180.8% | 2,547 | +84.6% | 0.08% | +128.6% |
| Q4 2018 | $73,000 | -32.4% | 1,380 | -25.6% | 0.04% | -14.6% |
| Q3 2018 | $108,000 | +6.9% | 1,855 | +3.9% | 0.04% | +2.5% |
| Q2 2018 | $101,000 | -1.9% | 1,785 | +1.7% | 0.04% | -4.8% |
| Q1 2018 | $103,000 | +1.0% | 1,755 | +1.7% | 0.04% | +5.0% |
| Q4 2017 | $102,000 | +17.2% | 1,725 | +15.0% | 0.04% | +14.3% |
| Q3 2017 | $87,000 | +141.7% | 1,500 | +129.0% | 0.04% | +133.3% |
| Q2 2017 | $36,000 | – | 655 | – | 0.02% | – |
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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% |