ISHARES TR's ticker is SDG and the CUSIP is 46435G532. A total of 115 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $368,874 | -39.8% | 4,950 | -36.2% | 0.08% | -40.9% |
| Q2 2023 | $612,875 | +57.5% | 7,753 | +57.7% | 0.13% | +20.0% |
| Q1 2023 | $389,219 | -25.8% | 4,915 | -26.0% | 0.11% | -30.4% |
| Q4 2022 | $524,278 | +61.3% | 6,644 | +44.7% | 0.16% | +53.4% |
| Q3 2022 | $325,000 | +203.7% | 4,592 | +242.2% | 0.10% | +255.2% |
| Q2 2022 | $107,000 | +78.3% | 1,342 | +91.7% | 0.03% | +81.2% |
| Q1 2022 | $60,000 | -6.2% | 700 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $64,000 | -4.5% | 700 | 0.0% | 0.02% | -40.7% |
| Q3 2021 | $67,000 | -4.3% | 700 | 0.0% | 0.03% | +35.0% |
| Q2 2021 | $70,000 | +6.1% | 700 | 0.0% | 0.02% | -9.1% |
| Q1 2021 | $66,000 | +1.5% | 700 | 0.0% | 0.02% | -56.0% |
| Q4 2020 | $65,000 | – | 700 | – | 0.05% | – |
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% |