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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $478,116 | +12.0% | 6,000 | 0.0% | 0.40% | +6.4% |
| Q3 2022 | $427,000 | -19.3% | 6,000 | -14.3% | 0.38% | -18.8% |
| Q2 2022 | $529,000 | -4.3% | 7,000 | +16.7% | 0.46% | +17.3% |
| Q1 2022 | $553,000 | -11.2% | 6,000 | -14.3% | 0.39% | -7.9% |
| Q4 2021 | $623,000 | +131.6% | 7,000 | +150.2% | 0.43% | +115.1% |
| Q3 2021 | $269,000 | -12.1% | 2,798 | -9.2% | 0.20% | -6.6% |
| Q2 2021 | $306,000 | +3.7% | 3,083 | -0.6% | 0.21% | -3.2% |
| Q1 2021 | $295,000 | -31.6% | 3,101 | -28.0% | 0.22% | -34.9% |
| Q4 2020 | $431,000 | – | 4,309 | – | 0.34% | – |
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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% |