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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $236,888 | -21.8% | 3,002 | -20.9% | 0.01% | -33.3% |
| Q2 2022 | $303,000 | -10.6% | 3,795 | -4.6% | 0.01% | 0.0% |
| Q1 2022 | $339,000 | -1.7% | 3,980 | +4.7% | 0.01% | 0.0% |
| Q4 2021 | $345,000 | -0.3% | 3,803 | +5.7% | 0.01% | -7.7% |
| Q3 2021 | $346,000 | -4.2% | 3,599 | -0.9% | 0.01% | -7.1% |
| Q2 2021 | $361,000 | +10.1% | 3,633 | +5.0% | 0.01% | 0.0% |
| Q1 2021 | $328,000 | +5.5% | 3,461 | +3.9% | 0.01% | -6.7% |
| Q4 2020 | $311,000 | -1.6% | 3,332 | -15.3% | 0.02% | -6.2% |
| Q3 2020 | $316,000 | +14.1% | 3,932 | -3.3% | 0.02% | +6.7% |
| Q2 2020 | $277,000 | +24.8% | 4,068 | +5.2% | 0.02% | 0.0% |
| Q1 2020 | $222,000 | – | 3,867 | – | 0.02% | – |
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% |