ISHARES TR's ticker is SDG and the CUSIP is 46435G532. A total of 113 filers reported holding ISHARES TR in Q3 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CWM, LLC | 618,809 | $61,491,000 | 0.49% |
| FOSTER DYKEMA CABOT & CO INC/MA | 16,057 | $947,000 | 0.15% |
| LFA - Lugano Financial Advisors SA | 2,490 | $146,000 | 0.09% |
| MISSION WEALTH MANAGEMENT, LP | 10,233 | $604,000 | 0.07% |
| Alpha Omega Wealth Management LLC | 2,317 | $137,000 | 0.06% |
| RPg Family Wealth Advisory, LLC | 1,539 | $90,799,000 | 0.05% |
| NORTH AMERICAN MANAGEMENT CORP | 5,338 | $315,000 | 0.05% |
| Brinker Capital Investments, LLC | 25,214 | $1,487,000 | 0.05% |
| Pacific Center for Financial Services | 911 | $54,000 | 0.03% |
| LAKE STREET ADVISORS GROUP, LLC | 4,739 | $280,000 | 0.03% |