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 | $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 ↓ |
|---|---|---|---|
| CWM, LLC | 618,809 | $61,491,000 | 0.49% |
| FOSTER DYKEMA CABOT & CO INC/MA | 16,057 | $947,000 | 0.15% |
| LFA - Lugano Financial Advisors SA | 2,490 | $146,000 | 0.09% |
| MISSION WEALTH MANAGEMENT, LP | 10,233 | $604,000 | 0.07% |
| Alpha Omega Wealth Management LLC | 2,317 | $137,000 | 0.06% |
| RPg Family Wealth Advisory, LLC | 1,539 | $90,799,000 | 0.05% |
| NORTH AMERICAN MANAGEMENT CORP | 5,338 | $315,000 | 0.05% |
| Brinker Capital Investments, LLC | 25,214 | $1,487,000 | 0.05% |
| Pacific Center for Financial Services | 911 | $54,000 | 0.03% |
| LAKE STREET ADVISORS GROUP, LLC | 4,739 | $280,000 | 0.03% |