ISHARES TR's ticker is SDG and the CUSIP is 46435G532. A total of 112 filers reported holding ISHARES TR in Q2 2023. 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 ↓ |
---|---|---|---|
RPg Family Wealth Advisory, LLC | 1,119 | $66,211,000 | 0.06% |
Patten Group, Inc. | 1,725 | $102,000 | 0.04% |
Brinker Capital Investments, LLC | 18,924 | $1,120,000 | 0.04% |
Pacific Center for Financial Services | 966 | $57,000 | 0.04% |
CWM, LLC | 4,962 | $294,000 | 0.01% |
Winslow, Evans & Crocker, Inc. | 260 | $15,386,000 | 0.01% |
LPL Financial LLC | 20,692 | $1,224,000 | 0.00% |
Advisor Group, Inc. | 1,974 | $117,000 | 0.00% |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 3,505 | $208,000 | 0.00% |
Live Your Vision, LLC | 99 | $6,000 | 0.00% |