McCarthy Asset Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is SDG and the CUSIP is 46435G532. A total of 115 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
McCarthy Asset Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$25,000
-7.4%
2930.0%0.02%
-10.5%
Q4 2021$27,000
-3.6%
293
+1.4%
0.02%
-9.5%
Q3 2021$28,000
-3.4%
2890.0%0.02%0.0%
Q2 2021$29,000
+52.6%
289
+47.4%
0.02%
+40.0%
Q1 2021$19,0001960.02%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
CWM, LLC 618,809$61,491,0000.49%
FOSTER DYKEMA CABOT & CO INC/MA 16,057$947,0000.15%
LFA - Lugano Financial Advisors SA 2,490$146,0000.09%
MISSION WEALTH MANAGEMENT, LP 10,233$604,0000.07%
Alpha Omega Wealth Management LLC 2,317$137,0000.06%
RPg Family Wealth Advisory, LLC 1,539$90,799,0000.05%
NORTH AMERICAN MANAGEMENT CORP 5,338$315,0000.05%
Brinker Capital Investments, LLC 25,214$1,487,0000.05%
Pacific Center for Financial Services 911$54,0000.03%
LAKE STREET ADVISORS GROUP, LLC 4,739$280,0000.03%
View complete list of ISHARES TR shareholders