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 | $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 ↓ |
|---|---|---|---|
| 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% |