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 | $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 ↓ |
|---|---|---|---|
| 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% |