ISHARES TR's ticker is SDG and the CUSIP is 46435G532. A total of 120 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $76 | -3.8% | 1 | 0.0% | 0.00% | – |
| Q1 2024 | $79 | -3.7% | 1 | 0.0% | 0.00% | – |
| Q4 2023 | $82 | +9.3% | 1 | 0.0% | 0.00% | – |
| Q3 2023 | $75 | -5.1% | 1 | 0.0% | 0.00% | – |
| Q2 2023 | $79 | 0.0% | 1 | 0.0% | 0.00% | – |
| Q1 2023 | $79 | 0.0% | 1 | 0.0% | 0.00% | – |
| Q4 2022 | $79 | – | 1 | 0.0% | 0.00% | – |
| Q3 2022 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q2 2022 | $0 | -100.0% | 1 | -99.5% | 0.00% | -100.0% |
| Q1 2022 | $19,000 | -5.0% | 221 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $20,000 | -4.8% | 221 | 0.0% | 0.01% | -16.7% |
| Q3 2021 | $21,000 | – | 221 | – | 0.01% | – |
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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% |