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% | – |
Download | ||||||
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% |