ISHARES TR's ticker is SDG and the CUSIP is 46435G532. A total of 112 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $792,159 | -16.5% | 10,630 | -11.4% | 0.47% | -15.8% |
| Q2 2023 | $948,881 | -10.5% | 12,004 | -10.3% | 0.56% | -13.5% |
| Q1 2023 | $1,059,816 | -9.8% | 13,383 | -10.1% | 0.65% | -15.8% |
| Q4 2022 | $1,175,244 | +10.5% | 14,893 | -0.7% | 0.77% | +1.8% |
| Q3 2022 | $1,063,241 | -10.7% | 15,003 | +0.7% | 0.76% | -9.1% |
| Q2 2022 | $1,190,507 | -5.9% | 14,904 | +0.5% | 0.83% | +0.6% |
| Q1 2022 | $1,265,002 | -21.5% | 14,830 | -16.4% | 0.83% | -21.1% |
| Q4 2021 | $1,610,637 | – | 17,746 | – | 1.05% | – |
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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% |