ISHARES TR's ticker is SDG and the CUSIP is 46435G532. A total of 113 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,989,905 | -7.0% | 134,057 | -1.4% | 0.37% | -8.4% |
| Q2 2023 | $10,742,713 | -1.2% | 135,898 | -1.0% | 0.41% | -10.8% |
| Q1 2023 | $10,871,605 | +0.7% | 137,285 | +0.3% | 0.46% | -11.8% |
| Q4 2022 | $10,796,591 | +8.1% | 136,822 | -2.9% | 0.52% | -2.5% |
| Q3 2022 | $9,987,000 | -13.9% | 140,919 | -2.9% | 0.53% | -13.1% |
| Q2 2022 | $11,594,000 | +13.4% | 145,142 | +21.1% | 0.61% | +28.8% |
| Q1 2022 | $10,225,000 | +5.8% | 119,866 | +12.5% | 0.47% | +8.7% |
| Q4 2021 | $9,667,000 | +14.3% | 106,509 | +21.0% | 0.44% | +1.2% |
| Q3 2021 | $8,454,000 | +5.2% | 88,010 | +8.8% | 0.43% | +0.9% |
| Q2 2021 | $8,035,000 | +14.1% | 80,858 | +8.9% | 0.43% | +4.2% |
| Q1 2021 | $7,040,000 | +15.4% | 74,231 | +13.6% | 0.41% | +7.1% |
| Q4 2020 | $6,102,000 | +45.0% | 65,358 | +25.0% | 0.38% | +21.3% |
| Q3 2020 | $4,207,000 | +30.9% | 52,279 | +10.8% | 0.32% | +13.7% |
| Q2 2020 | $3,215,000 | +38.0% | 47,173 | +16.4% | 0.28% | +7.8% |
| Q1 2020 | $2,329,000 | +12.2% | 40,523 | +27.8% | 0.26% | +28.5% |
| Q4 2019 | $2,076,000 | +77.4% | 31,717 | +58.3% | 0.20% | +60.0% |
| Q3 2019 | $1,170,000 | +33.6% | 20,040 | +32.0% | 0.12% | +27.6% |
| Q2 2019 | $876,000 | +45.0% | 15,185 | +48.4% | 0.10% | +40.0% |
| Q1 2019 | $604,000 | +103.4% | 10,233 | +82.4% | 0.07% | +79.5% |
| Q4 2018 | $297,000 | – | 5,611 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bond & Devick Financial Network, Inc. | 14,207 | $1,058,688 | 0.68% |
| Evergreen Wealth Solutions, LLC | 7,061 | $526,186 | 0.53% |
| WFA Asset Management Corp | 10,630 | $792,159 | 0.47% |
| REGATTA CAPITAL GROUP, LLC | 16,706 | $1,244,960 | 0.40% |
| MISSION WEALTH MANAGEMENT, LP | 134,057 | $9,989,905 | 0.37% |
| Whelan Financial | 8,722 | $649,963 | 0.34% |
| Berkshire Bank | 14,858 | $1,107,218 | 0.32% |
| Warren Street Wealth Advisors, LLC | 5,799 | $432,141 | 0.29% |
| KilterHowling LLC | 3,847 | $286,676 | 0.25% |
| First Pacific Financial | 7,156 | $533,265 | 0.24% |