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 2023 | $777,244 | -5.5% | 10,430 | +0.3% | 0.22% | -4.3% |
| Q2 2023 | $822,120 | -0.2% | 10,400 | 0.0% | 0.23% | -6.4% |
| Q1 2023 | $823,576 | +0.4% | 10,400 | 0.0% | 0.25% | -6.0% |
| Q4 2022 | $820,664 | +11.4% | 10,400 | 0.0% | 0.27% | -1.8% |
| Q3 2022 | $737,000 | -11.3% | 10,400 | 0.0% | 0.27% | -10.3% |
| Q2 2022 | $831,000 | -6.3% | 10,400 | 0.0% | 0.30% | +4.9% |
| Q1 2022 | $887,000 | -6.0% | 10,400 | 0.0% | 0.29% | -1.7% |
| Q4 2021 | $944,000 | -5.5% | 10,400 | 0.0% | 0.29% | -11.7% |
| Q3 2021 | $999,000 | -3.3% | 10,400 | 0.0% | 0.33% | -4.0% |
| Q2 2021 | $1,033,000 | +4.8% | 10,400 | 0.0% | 0.35% | -4.2% |
| Q1 2021 | $986,000 | +1.5% | 10,400 | 0.0% | 0.36% | -4.5% |
| Q4 2020 | $971,000 | – | 10,400 | – | 0.38% | – |
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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% |