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 ↓ |
---|---|---|---|
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% |