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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $160,630 | -0.2% | 2,032 | 0.0% | 0.02% | -5.9% |
| Q1 2023 | $160,915 | +0.4% | 2,032 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $160,345 | +11.4% | 2,032 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $144,000 | -11.1% | 2,032 | 0.0% | 0.02% | -10.5% |
| Q2 2022 | $162,000 | -6.4% | 2,032 | 0.0% | 0.02% | +5.6% |
| Q1 2022 | $173,000 | -6.0% | 2,032 | 0.0% | 0.02% | -5.3% |
| Q4 2021 | $184,000 | -5.6% | 2,032 | 0.0% | 0.02% | -13.6% |
| Q3 2021 | $195,000 | -3.5% | 2,032 | 0.0% | 0.02% | -8.3% |
| Q2 2021 | $202,000 | +4.7% | 2,032 | 0.0% | 0.02% | -4.0% |
| Q1 2021 | $193,000 | +1.6% | 2,032 | 0.0% | 0.02% | -7.4% |
| Q4 2020 | $190,000 | +15.9% | 2,032 | 0.0% | 0.03% | +3.8% |
| Q3 2020 | $164,000 | +18.8% | 2,032 | 0.0% | 0.03% | +8.3% |
| Q2 2020 | $138,000 | – | 2,032 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WFA Asset Management Corp | 14,893 | $1,175,244 | 0.77% |
| Bond & Devick Financial Network, Inc. | 13,637 | $1,076,125 | 0.77% |
| Evergreen Wealth Solutions, LLC | 6,433 | $508 | 0.67% |
| First Pacific Financial | 15,078 | $1,189,773 | 0.59% |
| Whelan Financial | 11,521 | $909,122 | 0.55% |
| BSW Wealth Partners | 30,638 | $2,418 | 0.52% |
| MISSION WEALTH MANAGEMENT, LP | 136,822 | $10,796,591 | 0.52% |
| FINANCIAL MANAGEMENT NETWORK INC | 13,884 | $1,121,257 | 0.50% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 9,342 | $737,155 | 0.48% |
| REGATTA CAPITAL GROUP, LLC | 15,026 | $1,185,680 | 0.42% |