ISHARES TR's ticker is SDG and the CUSIP is 46435G532. A total of 112 filers reported holding ISHARES TR in Q1 2022. 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 ↓ |
|---|---|---|---|
| WFA Asset Management Corp | 14,893 | $1,175,244 | 0.77% |
| Bond & Devick Financial Network, Inc. | 13,637 | $1,076,125 | 0.77% |
| Evergreen Wealth Solutions, LLC | 6,433 | $508 | 0.67% |
| First Pacific Financial | 15,078 | $1,189,773 | 0.59% |
| Whelan Financial | 11,521 | $909,122 | 0.55% |
| BSW Wealth Partners | 30,638 | $2,418 | 0.52% |
| MISSION WEALTH MANAGEMENT, LP | 136,822 | $10,796,591 | 0.52% |
| FINANCIAL MANAGEMENT NETWORK INC | 13,884 | $1,121,257 | 0.50% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 9,342 | $737,155 | 0.48% |
| REGATTA CAPITAL GROUP, LLC | 15,026 | $1,185,680 | 0.42% |