ISHARES TR's ticker is SDG and the CUSIP is 46435G532. A total of 120 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $419,548 | -5.7% | 5,630 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $445,052 | -0.2% | 5,630 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $445,840 | +796.8% | 5,630 | +793.7% | 0.00% | – |
| Q4 2022 | $49,713 | +10.5% | 630 | 0.0% | 0.00% | – |
| Q3 2022 | $45,000 | -10.0% | 630 | 0.0% | 0.00% | – |
| Q2 2022 | $50,000 | -7.4% | 630 | 0.0% | 0.00% | – |
| Q1 2022 | $54,000 | -5.3% | 630 | 0.0% | 0.00% | – |
| Q4 2021 | $57,000 | -6.6% | 630 | 0.0% | 0.00% | – |
| Q3 2021 | $61,000 | -3.2% | 630 | 0.0% | 0.00% | – |
| Q2 2021 | $63,000 | +5.0% | 630 | 0.0% | 0.00% | – |
| Q1 2021 | $60,000 | +1.7% | 630 | 0.0% | 0.00% | – |
| Q4 2020 | $59,000 | +15.7% | 630 | 0.0% | 0.00% | – |
| Q3 2020 | $51,000 | +18.6% | 630 | 0.0% | 0.00% | – |
| Q2 2020 | $43,000 | – | 630 | – | 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% |