ISHARES TR's ticker is SDG and the CUSIP is 46435G532. A total of 115 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,384 | -13.6% | 58,827 | -8.3% | 0.01% | -10.0% |
| Q2 2023 | $5,073 | +0.1% | 64,171 | +0.3% | 0.01% | -9.1% |
| Q1 2023 | $5,068 | +1.3% | 64,003 | +0.9% | 0.01% | -8.3% |
| Q4 2022 | $5,004 | -99.9% | 63,414 | +13.3% | 0.01% | +20.0% |
| Q3 2022 | $3,966,000 | +0.8% | 55,967 | +13.6% | 0.01% | 0.0% |
| Q2 2022 | $3,935,000 | -61.0% | 49,269 | -58.3% | 0.01% | -56.5% |
| Q1 2022 | $10,089,000 | -4.4% | 118,278 | +1.8% | 0.02% | -4.2% |
| Q4 2021 | $10,549,000 | +60.7% | 116,238 | +70.1% | 0.02% | +50.0% |
| Q3 2021 | $6,565,000 | -2.4% | 68,344 | +1.0% | 0.02% | -5.9% |
| Q2 2021 | $6,723,000 | +194.2% | 67,665 | +180.8% | 0.02% | +183.3% |
| Q1 2021 | $2,285,000 | +21.7% | 24,099 | +19.8% | 0.01% | 0.0% |
| Q4 2020 | $1,878,000 | +55.3% | 20,120 | +33.8% | 0.01% | +50.0% |
| Q3 2020 | $1,209,000 | +28.9% | 15,032 | +9.2% | 0.00% | 0.0% |
| Q2 2020 | $938,000 | +43.0% | 13,770 | +20.5% | 0.00% | +33.3% |
| Q1 2020 | $656,000 | +78.7% | 11,428 | +103.3% | 0.00% | +200.0% |
| Q4 2019 | $367,000 | +14.0% | 5,621 | +1.9% | 0.00% | 0.0% |
| Q3 2019 | $322,000 | -0.3% | 5,518 | -1.5% | 0.00% | 0.0% |
| Q2 2019 | $323,000 | -0.3% | 5,600 | +2.0% | 0.00% | 0.0% |
| Q1 2019 | $324,000 | +23.7% | 5,492 | +10.9% | 0.00% | 0.0% |
| Q4 2018 | $262,000 | +12.0% | 4,953 | +23.1% | 0.00% | 0.0% |
| Q3 2018 | $234,000 | +0.9% | 4,024 | -1.9% | 0.00% | 0.0% |
| Q2 2018 | $232,000 | -12.1% | 4,101 | -8.8% | 0.00% | 0.0% |
| Q1 2018 | $264,000 | +13.3% | 4,496 | +14.2% | 0.00% | 0.0% |
| Q4 2017 | $233,000 | – | 3,938 | – | 0.00% | – |
Download | ||||||
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% |