ISHARES TR's ticker is SDG and the CUSIP is 46435G532. A total of 125 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $286,676 | -5.4% | 3,847 | +0.4% | 0.25% | -2.7% |
| Q2 2023 | $302,918 | +1.4% | 3,832 | +1.6% | 0.26% | -11.0% |
| Q1 2023 | $298,623 | +12.4% | 3,771 | +12.0% | 0.29% | +3.6% |
| Q4 2022 | $265,766 | +12.6% | 3,368 | +1.1% | 0.28% | -1.1% |
| Q3 2022 | $236,097 | -19.3% | 3,331 | -9.0% | 0.28% | -13.4% |
| Q2 2022 | $292,554 | -19.8% | 3,662 | -14.3% | 0.33% | -11.6% |
| Q1 2022 | $364,558 | -2.7% | 4,274 | +3.5% | 0.37% | +10.4% |
| Q4 2021 | $374,642 | – | 4,128 | – | 0.34% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bond & Devick Financial Network, Inc. | 13,794 | $1,092,376 | 0.70% |
| WFA Asset Management Corp | 13,383 | $1,059,816 | 0.65% |
| Evergreen Wealth Solutions, LLC | 6,053 | $479 | 0.55% |
| MISSION WEALTH MANAGEMENT, LP | 137,285 | $10,871,605 | 0.46% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 8,812 | $697,783 | 0.43% |
| Whelan Financial | 9,740 | $771,311 | 0.43% |
| REGATTA CAPITAL GROUP, LLC | 15,026 | $1,185,683 | 0.42% |
| FINANCIAL MANAGEMENT NETWORK INC | 12,059 | $952,767 | 0.38% |
| Tolleson Wealth Management, Inc. | 18,367 | $1,454 | 0.38% |
| Berkshire Bank | 14,650 | $1,160,133 | 0.34% |