ISHARES TR's ticker is SDG and the CUSIP is 46435G532. A total of 100 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,524 | -8.9% | 21 | 0.0% | 0.00% | – |
| Q2 2023 | $1,673 | -68.5% | 21 | -68.7% | 0.00% | – |
| Q1 2023 | $5,314 | +1.1% | 67 | 0.0% | 0.00% | – |
| Q4 2022 | $5,254 | +5.1% | 67 | 0.0% | 0.00% | – |
| Q3 2022 | $5,000 | -37.5% | 67 | -35.0% | 0.00% | -100.0% |
| Q2 2022 | $8,000 | 0.0% | 103 | +1.0% | 0.00% | 0.0% |
| Q1 2022 | $8,000 | -72.4% | 102 | -66.0% | 0.00% | -66.7% |
| Q3 2021 | $29,000 | -3.3% | 300 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $30,000 | +7.1% | 300 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $28,000 | +366.7% | 300 | +170.3% | 0.00% | +200.0% |
| Q1 2020 | $6,000 | -14.3% | 111 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $7,000 | +16.7% | 111 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $6,000 | +50.0% | 111 | +58.6% | 0.00% | 0.0% |
| Q2 2019 | $4,000 | 0.0% | 70 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $4,000 | 0.0% | 70 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $4,000 | -88.9% | 70 | -88.8% | 0.00% | -87.5% |
| Q3 2018 | $36,000 | +200.0% | 625 | +186.7% | 0.01% | +166.7% |
| Q2 2018 | $12,000 | -7.7% | 218 | 0.0% | 0.00% | -25.0% |
| Q1 2018 | $13,000 | – | 218 | – | 0.00% | – |
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% |