ISHARES TR's ticker is SDG and the CUSIP is 46435G532. A total of 122 filers reported holding ISHARES TR in Q4 2022. 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 ↓ |
|---|---|---|---|
| CWM, LLC | 618,809 | $61,491,000 | 0.49% |
| FOSTER DYKEMA CABOT & CO INC/MA | 16,057 | $947,000 | 0.15% |
| LFA - Lugano Financial Advisors SA | 2,490 | $146,000 | 0.09% |
| MISSION WEALTH MANAGEMENT, LP | 10,233 | $604,000 | 0.07% |
| Alpha Omega Wealth Management LLC | 2,317 | $137,000 | 0.06% |
| RPg Family Wealth Advisory, LLC | 1,539 | $90,799,000 | 0.05% |
| NORTH AMERICAN MANAGEMENT CORP | 5,338 | $315,000 | 0.05% |
| Brinker Capital Investments, LLC | 25,214 | $1,487,000 | 0.05% |
| Pacific Center for Financial Services | 911 | $54,000 | 0.03% |
| LAKE STREET ADVISORS GROUP, LLC | 4,739 | $280,000 | 0.03% |