ISHARES TR's ticker is SDG and the CUSIP is 46435G532. A total of 113 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $248,662 | +0.7% | 3,146 | +0.9% | 0.13% | -12.8% |
| Q1 2023 | $247,010 | -24.7% | 3,119 | -25.0% | 0.15% | -34.4% |
| Q4 2022 | $328,047 | +12.3% | 4,157 | +0.9% | 0.23% | +6.1% |
| Q3 2022 | $292,000 | -11.2% | 4,121 | 0.0% | 0.21% | -8.5% |
| Q2 2022 | $329,000 | -5.5% | 4,121 | +1.0% | 0.23% | +17.6% |
| Q1 2022 | $348,000 | -5.9% | 4,081 | 0.0% | 0.20% | -14.2% |
| Q4 2021 | $370,000 | -22.4% | 4,081 | -17.7% | 0.23% | -31.8% |
| Q3 2021 | $477,000 | – | 4,961 | – | 0.34% | – |
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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% |