ISHARES TR's ticker is SDG and the CUSIP is 46435G532. A total of 113 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,058,688 | -2.8% | 14,207 | +3.1% | 0.68% | +0.7% |
Q2 2023 | $1,088,895 | -0.3% | 13,775 | -0.1% | 0.68% | -3.0% |
Q1 2023 | $1,092,376 | +1.5% | 13,794 | +1.2% | 0.70% | -9.1% |
Q4 2022 | $1,076,125 | +55.7% | 13,637 | +39.8% | 0.77% | +34.3% |
Q3 2022 | $691,000 | +2.8% | 9,754 | +16.0% | 0.57% | -2.9% |
Q2 2022 | $672,000 | -0.3% | 8,410 | +6.5% | 0.59% | +9.1% |
Q1 2022 | $674,000 | +11.0% | 7,900 | +18.2% | 0.54% | +18.5% |
Q4 2021 | $607,000 | +7.6% | 6,683 | +13.7% | 0.46% | -3.0% |
Q3 2021 | $564,000 | -3.4% | 5,876 | 0.0% | 0.47% | -2.7% |
Q2 2021 | $584,000 | +8.1% | 5,876 | +3.3% | 0.48% | -3.4% |
Q1 2021 | $540,000 | 0.0% | 5,689 | -1.7% | 0.50% | -19.1% |
Q4 2020 | $540,000 | – | 5,789 | – | 0.62% | – |
Download |
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% |