ISHARES TR's ticker is SDG and the CUSIP is 46435G532. A total of 112 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $938,066 | -9.9% | 12,588 | -4.5% | 0.24% | -9.3% |
| Q2 2023 | $1,041,502 | +12.5% | 13,175 | +12.7% | 0.26% | -4.8% |
| Q1 2023 | $926,033 | +6.3% | 11,694 | +5.9% | 0.27% | -4.6% |
| Q4 2022 | $871,017 | +13.0% | 11,038 | +14.3% | 0.28% | -6.9% |
| Q3 2022 | $771,000 | 0.0% | 9,653 | 0.0% | 0.31% | 0.0% |
| Q2 2022 | $771,000 | +3.9% | 9,653 | +18.0% | 0.31% | +14.6% |
| Q1 2022 | $742,000 | 0.0% | 8,180 | 0.0% | 0.27% | 0.0% |
| Q4 2021 | $742,000 | +269.2% | 8,180 | +290.6% | 0.27% | +214.1% |
| Q3 2021 | $201,000 | – | 2,094 | – | 0.08% | – |
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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% |