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 | $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 ↓ |
|---|---|---|---|
| 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% |