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 | $15,724 | +1887.9% | 211 | +2010.0% | 0.00% | – |
| Q2 2023 | $791 | -97.8% | 10 | -97.8% | 0.00% | – |
| Q4 2022 | $35,588 | +31.8% | 451 | +18.7% | 0.00% | – |
| Q3 2022 | $27,000 | -10.0% | 380 | 0.0% | 0.00% | – |
| Q2 2022 | $30,000 | -6.2% | 380 | 0.0% | 0.00% | – |
| Q1 2022 | $32,000 | -5.9% | 380 | -0.5% | 0.00% | – |
| Q4 2021 | $34,000 | -15.0% | 382 | -8.4% | 0.00% | – |
| Q3 2021 | $40,000 | +5.3% | 417 | +9.7% | 0.00% | – |
| Q2 2021 | $38,000 | +5.6% | 380 | 0.0% | 0.00% | – |
| Q1 2021 | $36,000 | -41.0% | 380 | -42.3% | 0.00% | – |
| Q4 2020 | $61,000 | +15.1% | 659 | 0.0% | 0.00% | – |
| Q3 2020 | $53,000 | +17.8% | 659 | 0.0% | 0.00% | – |
| Q2 2020 | $45,000 | +18.4% | 659 | 0.0% | 0.00% | – |
| Q1 2020 | $38,000 | -11.6% | 659 | 0.0% | 0.00% | – |
| Q4 2019 | $43,000 | -52.2% | 659 | -57.2% | 0.00% | – |
| Q3 2019 | $90,000 | -1.1% | 1,538 | -2.2% | 0.00% | – |
| Q2 2019 | $91,000 | -22.2% | 1,572 | -20.7% | 0.00% | – |
| Q1 2019 | $117,000 | +17.0% | 1,983 | +4.7% | 0.00% | – |
| Q4 2018 | $100,000 | -2.0% | 1,894 | +7.9% | 0.00% | – |
| Q3 2018 | $102,000 | – | 1,756 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WFA Asset Management Corp | 14,893 | $1,175,244 | 0.77% |
| Bond & Devick Financial Network, Inc. | 13,637 | $1,076,125 | 0.77% |
| Evergreen Wealth Solutions, LLC | 6,433 | $508 | 0.67% |
| First Pacific Financial | 15,078 | $1,189,773 | 0.59% |
| Whelan Financial | 11,521 | $909,122 | 0.55% |
| BSW Wealth Partners | 30,638 | $2,418 | 0.52% |
| MISSION WEALTH MANAGEMENT, LP | 136,822 | $10,796,591 | 0.52% |
| FINANCIAL MANAGEMENT NETWORK INC | 13,884 | $1,121,257 | 0.50% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 9,342 | $737,155 | 0.48% |
| REGATTA CAPITAL GROUP, LLC | 15,026 | $1,185,680 | 0.42% |