ISHARES TR's ticker is SDG and the CUSIP is 46435G532. A total of 59 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $4,983,543 | +2342.9% | 75,294 | +2841.2% | 0.01% | +900.0% |
| Q2 2022 | $204,000 | -6.4% | 2,560 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $218,000 | -6.0% | 2,560 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $232,000 | -5.7% | 2,560 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $246,000 | -3.1% | 2,560 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $254,000 | +4.5% | 2,560 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $243,000 | +1.7% | 2,560 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $239,000 | +16.0% | 2,560 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $206,000 | – | 2,560 | – | 0.00% | – |
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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% |