ISHARES TR's ticker is SDG and the CUSIP is 46435G532. A total of 115 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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $1,213,431 | -70.9% | 16,164 | -69.5% | 0.01% | -76.7% |
Q1 2024 | $4,171,945 | -2.1% | 53,004 | +0.8% | 0.03% | -25.0% |
Q4 2023 | $4,262,095 | +9.8% | 52,586 | +0.9% | 0.04% | 0.0% |
Q3 2023 | $3,883,088 | -5.5% | 52,108 | +0.2% | 0.04% | 0.0% |
Q2 2023 | $4,109,493 | +3.2% | 51,986 | +3.4% | 0.04% | -9.1% |
Q1 2023 | $3,981,673 | -2.5% | 50,280 | -2.9% | 0.04% | -8.3% |
Q4 2022 | $4,085,644 | +16.5% | 51,776 | +4.6% | 0.05% | +14.3% |
Q3 2022 | $3,506,364 | -11.4% | 49,476 | -0.1% | 0.04% | -4.5% |
Q2 2022 | $3,956,936 | -7.1% | 49,536 | -0.8% | 0.04% | +7.3% |
Q1 2022 | $4,259,200 | – | 49,932 | – | 0.04% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
FOSTER DYKEMA CABOT & CO INC/MA | 16,185 | $944,000 | 0.15% |
LFA - Lugano Financial Advisors SA | 2,490 | $145,000 | 0.10% |
RPg Family Wealth Advisory, LLC | 1,319 | $76,895,000 | 0.06% |
NORTH AMERICAN MANAGEMENT CORP | 5,658 | $330,000 | 0.05% |
CWM, LLC | 29,461 | $1,718,000 | 0.04% |
Brinker Capital Investments, LLC | 22,970 | $1,339,000 | 0.04% |
Patten Group, Inc. | 1,855 | $108,000 | 0.04% |
Pacific Center for Financial Services | 902 | $53,000 | 0.03% |
Avestar Capital, LLC | 500 | $29,000 | 0.02% |
Global Retirement Partners, LLC | 625 | $36,000 | 0.01% |