ISHARES TR's ticker is SDG and the CUSIP is 46435G532. A total of 111 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,033,260 | -11.8% | 13,866 | -6.4% | 0.14% | -10.7% |
| Q2 2023 | $1,170,844 | +2.1% | 14,811 | +2.3% | 0.16% | +0.6% |
| Q1 2023 | $1,146,472 | -0.5% | 14,477 | -0.9% | 0.16% | -6.0% |
| Q4 2022 | $1,152,574 | +10.6% | 14,606 | -0.6% | 0.17% | +2.4% |
| Q3 2022 | $1,042,000 | -15.3% | 14,696 | -4.6% | 0.16% | -11.8% |
| Q2 2022 | $1,230,000 | -1.8% | 15,398 | +4.9% | 0.19% | +9.4% |
| Q1 2022 | $1,252,000 | -2.3% | 14,674 | +4.0% | 0.17% | -0.6% |
| Q4 2021 | $1,281,000 | +13.8% | 14,114 | +20.4% | 0.17% | +2.4% |
| Q3 2021 | $1,126,000 | +14.7% | 11,725 | +18.7% | 0.17% | +12.1% |
| Q2 2021 | $982,000 | +15.1% | 9,882 | +9.9% | 0.15% | +3.5% |
| Q1 2021 | $853,000 | +97.0% | 8,992 | +94.0% | 0.14% | +71.4% |
| Q4 2020 | $433,000 | – | 4,636 | – | 0.08% | – |
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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% |