ISHARES TR's ticker is SDG and the CUSIP is 46435G532. A total of 108 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $665,038 | -1.4% | 8,924 | +4.6% | 0.22% | -14.2% |
| Q2 2023 | $674,320 | +1.3% | 8,530 | +1.5% | 0.25% | -2.3% |
| Q1 2023 | $665,741 | +1.0% | 8,407 | +0.6% | 0.26% | -6.8% |
| Q4 2022 | $659,126 | +12.3% | 8,353 | +0.8% | 0.28% | +1.5% |
| Q3 2022 | $587,000 | -11.2% | 8,284 | +0.1% | 0.28% | -4.8% |
| Q2 2022 | $661,000 | -4.1% | 8,278 | +2.5% | 0.29% | +10.3% |
| Q1 2022 | $689,000 | +0.7% | 8,079 | +7.2% | 0.26% | +4.4% |
| Q4 2021 | $684,000 | +8.2% | 7,537 | +14.6% | 0.25% | -5.3% |
| Q3 2021 | $632,000 | +1.6% | 6,574 | +3.2% | 0.26% | -1.5% |
| Q2 2021 | $622,000 | -22.2% | 6,370 | -24.5% | 0.27% | -16.2% |
| Q1 2021 | $800,000 | +12.7% | 8,435 | +10.9% | 0.32% | -0.6% |
| Q4 2020 | $710,000 | +135.9% | 7,607 | +103.5% | 0.32% | +71.8% |
| Q3 2020 | $301,000 | -9.3% | 3,739 | -23.2% | 0.19% | -13.0% |
| Q2 2020 | $332,000 | +19.9% | 4,868 | +1.0% | 0.22% | +0.5% |
| Q1 2020 | $277,000 | -14.5% | 4,819 | -2.7% | 0.22% | +9.7% |
| Q4 2019 | $324,000 | – | 4,951 | – | 0.20% | – |
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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% |