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 | $3,073,594 | -0.3% | 41,244 | +5.7% | 0.01% | -16.7% |
| Q2 2023 | $3,082,891 | +2.5% | 39,006 | +2.7% | 0.01% | 0.0% |
| Q1 2023 | $3,008,936 | +1.5% | 37,995 | +1.1% | 0.01% | 0.0% |
| Q4 2022 | $2,965,719 | +24.6% | 37,586 | +12.0% | 0.01% | +20.0% |
| Q3 2022 | $2,380,000 | -7.2% | 33,571 | +4.6% | 0.01% | -16.7% |
| Q2 2022 | $2,564,000 | -3.0% | 32,083 | +7.3% | 0.01% | +20.0% |
| Q1 2022 | $2,642,000 | +5.7% | 29,914 | +8.7% | 0.01% | 0.0% |
| Q4 2021 | $2,499,000 | -10.2% | 27,516 | -5.1% | 0.01% | -16.7% |
| Q3 2021 | $2,784,000 | +5.7% | 28,983 | +9.3% | 0.01% | 0.0% |
| Q2 2021 | $2,635,000 | +29.2% | 26,506 | +23.2% | 0.01% | +20.0% |
| Q1 2021 | $2,040,000 | +17.2% | 21,510 | +15.4% | 0.01% | 0.0% |
| Q4 2020 | $1,740,000 | +52.2% | 18,637 | +30.3% | 0.01% | +66.7% |
| Q3 2020 | $1,143,000 | +70.1% | 14,302 | +45.0% | 0.00% | +50.0% |
| Q2 2020 | $672,000 | +160.5% | 9,862 | -93.6% | 0.00% | +100.0% |
| Q1 2020 | $258,000 | – | 154,001 | – | 0.00% | – |
Download | ||||||
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% |