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
| 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% | – |
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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% |