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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $3,000 | 0.0% | 33 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $3,000 | 0.0% | 33 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $3,000 | 0.0% | 33 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $3,000 | 0.0% | 33 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $3,000 | 0.0% | 33 | -67.0% | 0.00% | 0.0% |
| Q1 2021 | $3,000 | 0.0% | 100 | +203.0% | 0.00% | 0.0% |
| Q4 2020 | $3,000 | 0.0% | 33 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $3,000 | +50.0% | 33 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $2,000 | 0.0% | 33 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $2,000 | +100.0% | 33 | +83.3% | 0.00% | – |
| Q4 2019 | $1,000 | – | 18 | – | 0.00% | – |
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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% |