ISHARES TR's ticker is SDG and the CUSIP is 46435G532. A total of 120 filers reported holding ISHARES TR in Q1 2023. 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 ↓ |
|---|---|---|---|
| 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% |