ISHARES TR's ticker is SDG and the CUSIP is 46435G532. A total of 83 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,519,786 | -7.3% | 60,652 | -1.7% | 0.00% | -100.0% |
| Q2 2023 | $4,877,463 | -22.4% | 61,701 | -22.2% | 0.00% | 0.0% |
| Q1 2023 | $6,283,093 | -10.8% | 79,342 | -11.2% | 0.00% | 0.0% |
| Q4 2022 | $7,046,742 | +22.1% | 89,301 | +9.7% | 0.00% | 0.0% |
| Q3 2022 | $5,770,000 | +5.4% | 81,418 | +18.9% | 0.00% | 0.0% |
| Q2 2022 | $5,472,000 | -0.1% | 68,501 | +6.6% | 0.00% | 0.0% |
| Q1 2022 | $5,479,000 | -38.1% | 64,238 | -34.2% | 0.00% | 0.0% |
| Q4 2021 | $8,855,000 | -18.3% | 97,565 | -13.5% | 0.00% | 0.0% |
| Q3 2021 | $10,833,000 | -20.0% | 112,774 | -17.2% | 0.00% | 0.0% |
| Q2 2021 | $13,540,000 | -17.8% | 136,256 | -21.5% | 0.00% | -50.0% |
| Q1 2021 | $16,472,000 | +30.3% | 173,674 | +28.3% | 0.00% | 0.0% |
| Q4 2020 | $12,641,000 | +37.4% | 135,413 | +18.4% | 0.00% | +100.0% |
| Q3 2020 | $9,199,000 | +10.3% | 114,322 | -6.5% | 0.00% | 0.0% |
| Q2 2020 | $8,337,000 | +129.7% | 122,319 | +93.7% | 0.00% | 0.0% |
| Q1 2020 | $3,630,000 | +113.7% | 63,153 | +143.3% | 0.00% | – |
| Q4 2019 | $1,699,000 | +27.5% | 25,957 | +13.6% | 0.00% | – |
| Q3 2019 | $1,333,000 | -4.4% | 22,840 | -5.6% | 0.00% | – |
| Q2 2019 | $1,395,000 | +128.7% | 24,184 | +134.0% | 0.00% | – |
| Q1 2019 | $610,000 | -61.2% | 10,336 | -65.2% | 0.00% | – |
| Q4 2018 | $1,574,000 | +108.2% | 29,692 | +128.9% | 0.00% | – |
| Q3 2018 | $756,000 | -34.7% | 12,972 | -36.4% | 0.00% | – |
| Q2 2018 | $1,157,000 | -16.0% | 20,408 | -12.8% | 0.00% | – |
| Q1 2018 | $1,378,000 | +54.0% | 23,417 | +54.9% | 0.00% | – |
| Q4 2017 | $895,000 | +45.1% | 15,119 | +41.8% | 0.00% | – |
| Q3 2017 | $617,000 | +13.0% | 10,661 | +8.4% | 0.00% | – |
| Q2 2017 | $546,000 | +25.8% | 9,838 | +16.5% | 0.00% | – |
| Q1 2017 | $434,000 | +44.7% | 8,445 | +34.2% | 0.00% | – |
| Q4 2016 | $300,000 | +1664.7% | 6,295 | +1773.5% | 0.00% | – |
| Q3 2016 | $17,000 | +750.0% | 336 | +740.0% | 0.00% | – |
| Q2 2016 | $2,000 | – | 40 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bond & Devick Financial Network, Inc. | 13,794 | $1,092,376 | 0.70% |
| WFA Asset Management Corp | 13,383 | $1,059,816 | 0.65% |
| Evergreen Wealth Solutions, LLC | 6,053 | $479 | 0.55% |
| MISSION WEALTH MANAGEMENT, LP | 137,285 | $10,871,605 | 0.46% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 8,812 | $697,783 | 0.43% |
| Whelan Financial | 9,740 | $771,311 | 0.43% |
| REGATTA CAPITAL GROUP, LLC | 15,026 | $1,185,683 | 0.42% |
| FINANCIAL MANAGEMENT NETWORK INC | 12,059 | $952,767 | 0.38% |
| Tolleson Wealth Management, Inc. | 18,367 | $1,454 | 0.38% |
| Berkshire Bank | 14,650 | $1,160,133 | 0.34% |