First Pacific Financial - ISHARES TR ownership

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
First Pacific Financial ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$533,265
+11.3%
7,156
+18.1%
0.24%
+17.2%
Q2 2023$479,020
-23.6%
6,060
-23.4%
0.20%
-30.0%
Q1 2023$626,857
-47.3%
7,916
-47.5%
0.29%
-50.6%
Q4 2022$1,189,773
+8.2%
15,078
-2.9%
0.59%
-7.1%
Q3 2022$1,100,00015,5210.63%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
WFA Asset Management Corp 14,893$1,175,2440.77%
Bond & Devick Financial Network, Inc. 13,637$1,076,1250.77%
Evergreen Wealth Solutions, LLC 6,433$5080.67%
First Pacific Financial 15,078$1,189,7730.59%
Whelan Financial 11,521$909,1220.55%
BSW Wealth Partners 30,638$2,4180.52%
MISSION WEALTH MANAGEMENT, LP 136,822$10,796,5910.52%
FINANCIAL MANAGEMENT NETWORK INC 13,884$1,121,2570.50%
HARVEST GROUP WEALTH MANAGEMENT, LLC 9,342$737,1550.48%
REGATTA CAPITAL GROUP, LLC 15,026$1,185,6800.42%
View complete list of ISHARES TR shareholders