ISHARES TR's ticker is SDG and the CUSIP is 46435G532. A total of 125 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $981 | -3.0% | 13,159 | +2.9% | 0.06% | 0.0% |
| Q2 2023 | $1,011 | -21.3% | 12,789 | -21.2% | 0.06% | -21.1% |
| Q1 2023 | $1,285 | +32.6% | 16,225 | +32.1% | 0.08% | +130.3% |
| Q4 2022 | $969 | +22.3% | 12,281 | +10.0% | 0.03% | – |
| Q3 2022 | $792 | -99.9% | 11,169 | +13.8% | 0.00% | -100.0% |
| Q2 2022 | $784,000 | -1.0% | 9,817 | +5.7% | 0.06% | +9.3% |
| Q1 2022 | $792,000 | +92857.7% | 9,285 | -1.1% | 0.05% | – |
| Q4 2021 | $852 | – | 9,393 | – | 0.00% | – |
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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% |