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 | $1,244,960 | -10.3% | 16,706 | -4.9% | 0.40% | -10.4% |
| Q2 2023 | $1,388,359 | +17.1% | 17,563 | +16.9% | 0.44% | +4.5% |
| Q1 2023 | $1,185,683 | +0.0% | 15,026 | 0.0% | 0.42% | 0.0% |
| Q4 2022 | $1,185,680 | -8.6% | 15,026 | -7.5% | 0.42% | -20.4% |
| Q3 2022 | $1,297,000 | 0.0% | 16,239 | 0.0% | 0.53% | -14.2% |
| Q2 2022 | $1,297,000 | +12.5% | 16,239 | +20.2% | 0.62% | +55.3% |
| Q1 2022 | $1,153,000 | +27.5% | 13,512 | +35.6% | 0.40% | +25.9% |
| Q4 2021 | $904,000 | – | 9,962 | – | 0.32% | – |
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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% |