ISHARES TR's ticker is SDG and the CUSIP is 46435G532. A total of 114 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $407,640 | -13.4% | 5,430 | -9.2% | 0.04% | -18.8% |
| Q1 2024 | $470,687 | +97755.9% | 5,980 | +0.8% | 0.05% | -4.0% |
| Q4 2023 | $481 | +15.3% | 5,933 | +6.1% | 0.05% | 0.0% |
| Q3 2023 | $417 | -4.1% | 5,590 | +1.7% | 0.05% | -2.0% |
| Q2 2023 | $435 | -14.4% | 5,499 | -14.4% | 0.05% | -19.0% |
| Q1 2023 | $508 | +8.1% | 6,421 | +7.8% | 0.06% | -4.5% |
| Q4 2022 | $470 | -99.9% | 5,959 | +9.9% | 0.07% | +13.8% |
| Q3 2022 | $384,000 | -9.4% | 5,420 | +2.0% | 0.06% | -6.5% |
| Q2 2022 | $424,000 | -6.2% | 5,312 | +0.3% | 0.06% | +6.9% |
| Q1 2022 | $452,000 | +18.9% | 5,297 | +26.6% | 0.06% | +20.8% |
| Q4 2021 | $380,000 | +493.8% | 4,183 | +532.8% | 0.05% | +433.3% |
| Q3 2021 | $64,000 | +28.0% | 661 | +31.7% | 0.01% | +28.6% |
| Q2 2021 | $50,000 | – | 502 | – | 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% |