ISHARES TR's ticker is SDG and the CUSIP is 46435G532. A total of 125 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $405,718 | -5.0% | 5,444 | +0.8% | 0.13% | 0.0% |
Q2 2023 | $427,061 | +7.5% | 5,402 | +7.7% | 0.13% | +3.3% |
Q1 2023 | $397,273 | +12.8% | 5,017 | +12.4% | 0.12% | +3.4% |
Q4 2022 | $352,153 | +12.2% | 4,463 | +0.9% | 0.12% | -12.6% |
Q3 2022 | $314,000 | -31.1% | 4,424 | -22.5% | 0.14% | -35.4% |
Q2 2022 | $456,000 | -0.9% | 5,709 | +5.9% | 0.21% | +9.4% |
Q1 2022 | $460,000 | -3.6% | 5,391 | +2.7% | 0.19% | -12.0% |
Q4 2021 | $477,000 | -4.8% | 5,250 | +0.7% | 0.22% | -21.1% |
Q3 2021 | $501,000 | -0.6% | 5,212 | +2.8% | 0.28% | -5.2% |
Q2 2021 | $504,000 | +11.5% | 5,072 | +6.4% | 0.29% | -2.4% |
Q1 2021 | $452,000 | +51.7% | 4,769 | +49.3% | 0.30% | +40.8% |
Q4 2020 | $298,000 | – | 3,195 | – | 0.21% | – |
Download |
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% |