ISHARES TR's ticker is SDG and the CUSIP is 46435G532. A total of 125 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $420,884 | -10.1% | 5,648 | -3.2% | 0.02% | -8.7% |
| Q1 2023 | $467,973 | +4.2% | 5,835 | +2.5% | 0.02% | +9.5% |
| Q4 2022 | $449,004 | +10.9% | 5,690 | -0.5% | 0.02% | -12.5% |
| Q3 2022 | $405,000 | -6.2% | 5,717 | +5.6% | 0.02% | -4.0% |
| Q2 2022 | $432,000 | 0.0% | 5,412 | +6.8% | 0.02% | +56.2% |
| Q1 2022 | $432,000 | +1.6% | 5,068 | +8.1% | 0.02% | 0.0% |
| Q4 2021 | $425,000 | – | 4,687 | – | 0.02% | – |
Download | ||||||
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% |