ISHARES TR's ticker is SDG and the CUSIP is 46435G532. A total of 126 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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $316,000 | -17.1% | 3,646 | -8.2% | 0.07% | -23.3% |
| Q3 2021 | $381,000 | +0.3% | 3,970 | +3.9% | 0.09% | -8.2% |
| Q2 2021 | $380,000 | +5.6% | 3,820 | +0.5% | 0.10% | -3.9% |
| Q1 2021 | $360,000 | +37.4% | 3,800 | +44.5% | 0.10% | +30.8% |
| Q4 2020 | $262,000 | +28.4% | 2,630 | +4.0% | 0.08% | +11.4% |
| Q3 2020 | $204,000 | – | 2,530 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FOSTER DYKEMA CABOT & CO INC/MA | 16,185 | $944,000 | 0.15% |
| LFA - Lugano Financial Advisors SA | 2,490 | $145,000 | 0.10% |
| RPg Family Wealth Advisory, LLC | 1,319 | $76,895,000 | 0.06% |
| NORTH AMERICAN MANAGEMENT CORP | 5,658 | $330,000 | 0.05% |
| CWM, LLC | 29,461 | $1,718,000 | 0.04% |
| Brinker Capital Investments, LLC | 22,970 | $1,339,000 | 0.04% |
| Patten Group, Inc. | 1,855 | $108,000 | 0.04% |
| Pacific Center for Financial Services | 902 | $53,000 | 0.03% |
| Avestar Capital, LLC | 500 | $29,000 | 0.02% |
| Global Retirement Partners, LLC | 625 | $36,000 | 0.01% |