ISHARES TR's ticker is SDG and the CUSIP is 46435G532. A total of 120 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $674 | -4.7% | 8,980 | 0.0% | 0.13% | -3.6% |
| Q1 2024 | $707 | -2.9% | 8,980 | 0.0% | 0.14% | -8.0% |
| Q4 2023 | $728 | +8.8% | 8,980 | 0.0% | 0.15% | -6.8% |
| Q3 2023 | $669 | -5.8% | 8,980 | 0.0% | 0.16% | -5.8% |
| Q2 2023 | $710 | -51.2% | 8,980 | -51.1% | 0.17% | -54.5% |
| Q1 2023 | $1,454 | +0.3% | 18,367 | 0.0% | 0.38% | -4.1% |
| Q4 2022 | $1,449 | – | 18,367 | – | 0.39% | – |
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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% |