ISHARES TR's ticker is SDG and the CUSIP is 46435G532. A total of 83 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $202,565 | -11.2% | 2,718 | -5.9% | 0.02% | +5.9% |
| Q2 2023 | $228,238 | -23.1% | 2,887 | -23.0% | 0.02% | -32.0% |
| Q1 2023 | $296,761 | +2.8% | 3,747 | +2.4% | 0.02% | -10.7% |
| Q4 2022 | $288,745 | +10.6% | 3,659 | -0.5% | 0.03% | -6.7% |
| Q3 2022 | $261,000 | -12.7% | 3,676 | -1.8% | 0.03% | -11.8% |
| Q2 2022 | $299,000 | -30.8% | 3,742 | -26.1% | 0.03% | -20.9% |
| Q1 2022 | $432,000 | -42.2% | 5,065 | -38.5% | 0.04% | -41.9% |
| Q4 2021 | $747,000 | -2.7% | 8,232 | +2.9% | 0.07% | -12.9% |
| Q3 2021 | $768,000 | +23.7% | 7,999 | +27.9% | 0.08% | +19.7% |
| Q2 2021 | $621,000 | +23.2% | 6,252 | +17.7% | 0.07% | +9.2% |
| Q1 2021 | $504,000 | +10.3% | 5,314 | +8.6% | 0.06% | -15.6% |
| Q4 2020 | $457,000 | +14.2% | 4,894 | -0.1% | 0.08% | 0.0% |
| Q3 2020 | $400,000 | – | 4,900 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bond & Devick Financial Network, Inc. | 13,794 | $1,092,376 | 0.70% |
| WFA Asset Management Corp | 13,383 | $1,059,816 | 0.65% |
| Evergreen Wealth Solutions, LLC | 6,053 | $479 | 0.55% |
| MISSION WEALTH MANAGEMENT, LP | 137,285 | $10,871,605 | 0.46% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 8,812 | $697,783 | 0.43% |
| Whelan Financial | 9,740 | $771,311 | 0.43% |
| REGATTA CAPITAL GROUP, LLC | 15,026 | $1,185,683 | 0.42% |
| FINANCIAL MANAGEMENT NETWORK INC | 12,059 | $952,767 | 0.38% |
| Tolleson Wealth Management, Inc. | 18,367 | $1,454 | 0.38% |
| Berkshire Bank | 14,650 | $1,160,133 | 0.34% |