ISHARES TR's ticker is SDG and the CUSIP is 46435G532. A total of 110 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $316,870 | +46.3% | 4,221 | +53.4% | 0.01% | +40.0% |
| Q1 2024 | $216,610 | +0.0% | 2,752 | +3.0% | 0.01% | -16.7% |
| Q4 2023 | $216,566 | +3.3% | 2,672 | -5.0% | 0.01% | -25.0% |
| Q3 2023 | $209,625 | -4.4% | 2,813 | +1.4% | 0.01% | -11.1% |
| Q2 2023 | $219,285 | -6.6% | 2,774 | -6.4% | 0.01% | -10.0% |
| Q1 2023 | $234,798 | -2.3% | 2,965 | -2.7% | 0.01% | 0.0% |
| Q4 2022 | $240,360 | -14.5% | 3,046 | -23.2% | 0.01% | -23.1% |
| Q3 2022 | $281,000 | -13.0% | 3,966 | -2.0% | 0.01% | -13.3% |
| Q2 2022 | $323,000 | -14.1% | 4,046 | -8.2% | 0.02% | -11.8% |
| Q1 2022 | $376,002 | -1.6% | 4,408 | +4.8% | 0.02% | +6.2% |
| Q4 2021 | $382,000 | +3.8% | 4,205 | +9.7% | 0.02% | -5.9% |
| Q3 2021 | $368,000 | +0.3% | 3,833 | +4.3% | 0.02% | -5.6% |
| Q2 2021 | $367,000 | +11.6% | 3,674 | +6.3% | 0.02% | -5.3% |
| Q1 2021 | $329,000 | +6.1% | 3,455 | +4.2% | 0.02% | -13.6% |
| Q4 2020 | $310,000 | +26.5% | 3,317 | +8.8% | 0.02% | 0.0% |
| Q3 2020 | $245,000 | – | 3,048 | – | 0.02% | – |
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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% |