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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $571,790 | +15.3% | 7,673 | +22.3% | 0.01% | +9.1% |
Q2 2023 | $495,879 | +6.5% | 6,273 | +6.7% | 0.01% | 0.0% |
Q1 2023 | $465,398 | +20.1% | 5,877 | +19.7% | 0.01% | +10.0% |
Q4 2022 | $387,368 | +24.6% | 4,909 | +11.7% | 0.01% | +25.0% |
Q3 2022 | $311,000 | -10.1% | 4,393 | +1.5% | 0.01% | -11.1% |
Q2 2022 | $346,000 | – | 4,328 | – | 0.01% | – |
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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% |