ISHARES TR's ticker is SDG and the CUSIP is 46435G532.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,631 | -5.7% | 62 | 0.0% | 0.00% | – |
| Q2 2023 | $4,913 | +0.7% | 62 | 0.0% | 0.00% | – |
| Q1 2023 | $4,880 | +0.3% | 62 | 0.0% | 0.00% | – |
| Q4 2022 | $4,863 | +21.6% | 62 | +1.6% | 0.00% | – |
| Q3 2022 | $4,000 | -20.0% | 61 | 0.0% | 0.00% | – |
| Q2 2022 | $5,000 | 0.0% | 61 | +1.7% | 0.00% | – |
| Q1 2022 | $5,000 | +66.7% | 60 | +100.0% | 0.00% | – |
| Q4 2021 | $3,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q3 2021 | $3,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q2 2021 | $3,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q1 2021 | $3,000 | – | 30 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bond & Devick Financial Network, Inc. | 14,207 | $1,058,688 | 0.68% |
| Evergreen Wealth Solutions, LLC | 7,061 | $526,186 | 0.53% |
| WFA Asset Management Corp | 10,630 | $792,159 | 0.47% |
| REGATTA CAPITAL GROUP, LLC | 16,706 | $1,244,960 | 0.40% |
| MISSION WEALTH MANAGEMENT, LP | 134,057 | $9,989,905 | 0.37% |
| Whelan Financial | 8,722 | $649,963 | 0.34% |
| Berkshire Bank | 14,858 | $1,107,218 | 0.32% |
| Warren Street Wealth Advisors, LLC | 5,799 | $432,141 | 0.29% |
| KilterHowling LLC | 3,847 | $286,676 | 0.25% |
| First Pacific Financial | 7,156 | $533,265 | 0.24% |