ISHARES TR's ticker is SDG and the CUSIP is 46435G532. A total of 113 filers reported holding ISHARES TR in Q3 2023. 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% | – |
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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% |