ISHARES TR's ticker is SDG and the CUSIP is 46435G532. A total of 114 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 | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $348,354 | -0.9% | 4,426 | 0.0% | 0.07% | -11.5% |
| Q4 2023 | $351,363 | +1.5% | 4,426 | -4.8% | 0.08% | -13.3% |
| Q3 2023 | $346,306 | -5.8% | 4,647 | -0.0% | 0.09% | +3.4% |
| Q2 2023 | $367,516 | +0.8% | 4,649 | +1.0% | 0.09% | -7.4% |
| Q1 2023 | $364,679 | +6.7% | 4,605 | +6.4% | 0.09% | -2.1% |
| Q4 2022 | $341,690 | -1.4% | 4,330 | -11.5% | 0.10% | -13.5% |
| Q3 2022 | $346,570 | -10.7% | 4,890 | +0.8% | 0.11% | -9.0% |
| Q2 2022 | $388,000 | -4.0% | 4,853 | +2.6% | 0.12% | +16.2% |
| Q1 2022 | $404,000 | -11.6% | 4,731 | -6.0% | 0.10% | -10.3% |
| Q4 2021 | $457,000 | -5.4% | 5,034 | +0.1% | 0.12% | -19.3% |
| Q3 2021 | $483,000 | -8.2% | 5,027 | -5.1% | 0.14% | -4.6% |
| Q2 2021 | $526,000 | +24.9% | 5,297 | +19.4% | 0.15% | +4.1% |
| Q1 2021 | $421,000 | – | 4,438 | – | 0.15% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bond & Devick Financial Network, Inc. | 13,775 | $1,088,895 | 0.68% |
| WFA Asset Management Corp | 12,004 | $948,881 | 0.56% |
| Evergreen Wealth Solutions, LLC | 6,996 | $553,034 | 0.56% |
| REGATTA CAPITAL GROUP, LLC | 17,563 | $1,388,359 | 0.44% |
| MISSION WEALTH MANAGEMENT, LP | 135,898 | $10,742,713 | 0.41% |
| Whelan Financial | 9,740 | $769,947 | 0.40% |
| Baltimore-Washington Financial Advisors, Inc. | 56,951 | $4,501,977 | 0.36% |
| Berkshire Bank | 14,675 | $1,160,058 | 0.32% |
| Warren Street Wealth Advisors, LLC | 5,800 | $458,490 | 0.30% |
| Claro Advisors LLC | 13,175 | $1,041,502 | 0.26% |