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 | $303,702 | -34.3% | 4,216 | -27.6% | 0.10% | -37.3% |
| Q2 2023 | $462,389 | -51.5% | 5,826 | -51.7% | 0.16% | -58.0% |
| Q1 2023 | $952,767 | -15.0% | 12,059 | -13.1% | 0.38% | -23.2% |
| Q4 2022 | $1,121,257 | +9.0% | 13,884 | -0.2% | 0.50% | -1.8% |
| Q3 2022 | $1,029,000 | -4.4% | 13,914 | +3.9% | 0.51% | -11.2% |
| Q2 2022 | $1,076,000 | -20.9% | 13,398 | -14.4% | 0.57% | -17.2% |
| Q1 2022 | $1,361,000 | -47.1% | 15,651 | -45.0% | 0.69% | -41.4% |
| Q4 2021 | $2,572,000 | +0.1% | 28,473 | +4.3% | 1.18% | -9.4% |
| Q3 2021 | $2,570,000 | -0.1% | 27,299 | +5.8% | 1.30% | -0.5% |
| Q2 2021 | $2,573,000 | +9.5% | 25,801 | +6.8% | 1.31% | +7.6% |
| Q1 2021 | $2,349,000 | +27.0% | 24,158 | +29.7% | 1.22% | +6.8% |
| Q4 2020 | $1,850,000 | – | 18,625 | – | 1.14% | – |
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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% |