ISHARES TR's ticker is SDG and the CUSIP is 46435G532. A total of 114 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $13,502 | -3.6% | 180 | +1.1% | 0.00% | – |
| Q1 2024 | $14,009 | +2.8% | 178 | 0.0% | 0.00% | – |
| Q4 2023 | $13,628 | +3.7% | 178 | +1.1% | 0.00% | -100.0% |
| Q3 2023 | $13,138 | -5.7% | 176 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $13,937 | +0.7% | 176 | +0.6% | 0.00% | 0.0% |
| Q1 2023 | $13,843 | +98778.6% | 175 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $14 | -99.9% | 175 | +1.2% | 0.00% | 0.0% |
| Q3 2022 | $12,000 | -14.3% | 173 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $14,000 | -6.7% | 173 | +1.2% | 0.00% | – |
| Q1 2022 | $15,000 | -6.2% | 171 | 0.0% | 0.00% | – |
| Q4 2021 | $16,000 | 0.0% | 171 | +1.2% | 0.00% | – |
| Q3 2021 | $16,000 | -5.9% | 169 | 0.0% | 0.00% | – |
| Q2 2021 | $17,000 | +6.2% | 169 | 0.0% | 0.00% | – |
| Q1 2021 | $16,000 | – | 169 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bond & Devick Financial Network, Inc. | 13,775 | $1,088,895 | 0.68% |
| WFA Asset Management Corp | 12,004 | $948,881 | 0.56% |
| Evergreen Wealth Solutions, LLC | 6,996 | $553,034 | 0.56% |
| REGATTA CAPITAL GROUP, LLC | 17,563 | $1,388,359 | 0.44% |
| MISSION WEALTH MANAGEMENT, LP | 135,898 | $10,742,713 | 0.41% |
| Whelan Financial | 9,740 | $769,947 | 0.40% |
| Baltimore-Washington Financial Advisors, Inc. | 56,951 | $4,501,977 | 0.36% |
| Berkshire Bank | 14,675 | $1,160,058 | 0.32% |
| Warren Street Wealth Advisors, LLC | 5,800 | $458,490 | 0.30% |
| Claro Advisors LLC | 13,175 | $1,041,502 | 0.26% |