ISHARES TR's ticker is SDG and the CUSIP is 46435G532. A total of 83 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $17,000 | -10.5% | 235 | 0.0% | 0.01% | +14.3% |
| Q2 2022 | $19,000 | -48.6% | 235 | -46.0% | 0.01% | -50.0% |
| Q1 2022 | $37,000 | -5.1% | 435 | 0.0% | 0.01% | -12.5% |
| Q4 2021 | $39,000 | -7.1% | 435 | 0.0% | 0.02% | -15.8% |
| Q3 2021 | $42,000 | -2.3% | 435 | 0.0% | 0.02% | -9.5% |
| Q2 2021 | $43,000 | +4.9% | 435 | 0.0% | 0.02% | -12.5% |
| Q1 2021 | $41,000 | 0.0% | 435 | 0.0% | 0.02% | -7.7% |
| Q4 2020 | $41,000 | – | 435 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bond & Devick Financial Network, Inc. | 13,794 | $1,092,376 | 0.70% |
| WFA Asset Management Corp | 13,383 | $1,059,816 | 0.65% |
| Evergreen Wealth Solutions, LLC | 6,053 | $479 | 0.55% |
| MISSION WEALTH MANAGEMENT, LP | 137,285 | $10,871,605 | 0.46% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 8,812 | $697,783 | 0.43% |
| Whelan Financial | 9,740 | $771,311 | 0.43% |
| REGATTA CAPITAL GROUP, LLC | 15,026 | $1,185,683 | 0.42% |
| FINANCIAL MANAGEMENT NETWORK INC | 12,059 | $952,767 | 0.38% |
| Tolleson Wealth Management, Inc. | 18,367 | $1,454 | 0.38% |
| Berkshire Bank | 14,650 | $1,160,133 | 0.34% |