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 | $18,117 | -6.6% | 243 | -0.8% | 0.02% | 0.0% |
| Q2 2023 | $19,393 | -7.2% | 245 | -7.2% | 0.02% | -11.8% |
| Q1 2023 | $20,907 | -0.4% | 264 | -0.8% | 0.02% | -10.5% |
| Q4 2022 | $21,000 | 0.0% | 266 | -9.8% | 0.02% | -9.5% |
| Q3 2022 | $21,000 | -8.7% | 295 | +2.4% | 0.02% | -4.5% |
| Q2 2022 | $23,000 | -4.2% | 288 | +1.8% | 0.02% | +4.8% |
| Q1 2022 | $24,000 | -7.7% | 283 | -2.1% | 0.02% | 0.0% |
| Q4 2021 | $26,000 | +8.3% | 289 | +15.1% | 0.02% | 0.0% |
| Q3 2021 | $24,000 | -11.1% | 251 | -6.0% | 0.02% | -12.5% |
| Q2 2021 | $27,000 | +12.5% | 267 | +6.4% | 0.02% | +4.3% |
| Q1 2021 | $24,000 | – | 251 | – | 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% |