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 | $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 ↓ |
|---|---|---|---|
| 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% |