ISHARES TR's ticker is SDG and the CUSIP is 46435G532. A total of 112 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $528,276 | -6.3% | 6,671 | -6.7% | 0.03% | -14.7% |
| Q4 2022 | $563,967 | +11.5% | 7,147 | +0.0% | 0.03% | 0.0% |
| Q3 2022 | $506,000 | -8.7% | 7,145 | +3.0% | 0.03% | -8.1% |
| Q2 2022 | $554,000 | -8.3% | 6,937 | -2.0% | 0.04% | 0.0% |
| Q1 2022 | $604,000 | -60.0% | 7,076 | -57.5% | 0.04% | -60.6% |
| Q4 2021 | $1,510,000 | -2.3% | 16,641 | +3.5% | 0.09% | -10.5% |
| Q3 2021 | $1,545,000 | +116.7% | 16,086 | +124.1% | 0.10% | +105.9% |
| Q2 2021 | $713,000 | +5.0% | 7,179 | +0.2% | 0.05% | -12.1% |
| Q1 2021 | $679,000 | +14.5% | 7,164 | +12.7% | 0.06% | +9.4% |
| Q4 2020 | $593,000 | +80.2% | 6,355 | +55.6% | 0.05% | +140.9% |
| Q3 2020 | $329,000 | – | 4,084 | – | 0.02% | – |
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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% |