ISHARES TR's ticker is SDG and the CUSIP is 46435G532. A total of 125 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $574,952 | +0.4% | 7,260 | 0.0% | 0.19% | -8.7% |
| Q4 2022 | $572,919 | +11.7% | 7,260 | +0.2% | 0.21% | +8.9% |
| Q3 2022 | $513,000 | -11.4% | 7,244 | 0.0% | 0.19% | -10.0% |
| Q2 2022 | $579,000 | -6.3% | 7,244 | 0.0% | 0.21% | +7.1% |
| Q1 2022 | $618,000 | -5.9% | 7,244 | 0.0% | 0.20% | -29.1% |
| Q4 2021 | $657,000 | -5.6% | 7,244 | 0.0% | 0.28% | -13.1% |
| Q3 2021 | $696,000 | -3.3% | 7,244 | 0.0% | 0.32% | -1.5% |
| Q2 2021 | $720,000 | +4.8% | 7,244 | 0.0% | 0.32% | -2.4% |
| Q1 2021 | $687,000 | +1.6% | 7,244 | 0.0% | 0.33% | -44.7% |
| Q4 2020 | $676,000 | – | 7,244 | – | 0.60% | – |
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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% |