Jacobi Capital Management LLC - ISHARES TR ownership

ISHARES TR's ticker is SDG and the CUSIP is 46435G532. A total of 116 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Jacobi Capital Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$5,0000.0%500.0%0.00%0.0%
Q2 2021$5,0000.0%500.0%0.00%0.0%
Q1 2021$5,000500.00%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Bond & Devick Financial Network, Inc. 13,775$1,088,8950.68%
WFA Asset Management Corp 12,004$948,8810.56%
Evergreen Wealth Solutions, LLC 6,996$553,0340.56%
REGATTA CAPITAL GROUP, LLC 17,563$1,388,3590.44%
MISSION WEALTH MANAGEMENT, LP 135,898$10,742,7130.41%
Whelan Financial 9,740$769,9470.40%
Baltimore-Washington Financial Advisors, Inc. 56,951$4,501,9770.36%
Berkshire Bank 14,675$1,160,0580.32%
Warren Street Wealth Advisors, LLC 5,800$458,4900.30%
Claro Advisors LLC 13,175$1,041,5020.26%
View complete list of ISHARES TR shareholders