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 | $658,718 | -6.4% | 8,839 | -0.7% | 0.00% | 0.0% |
| Q2 2023 | $703,540 | +6.2% | 8,900 | +6.3% | 0.00% | 0.0% |
| Q1 2023 | $662,726 | +7.6% | 8,369 | +7.2% | 0.00% | 0.0% |
| Q4 2022 | $616,028 | +10.4% | 7,807 | -0.9% | 0.00% | 0.0% |
| Q3 2022 | $558,000 | +0.4% | 7,881 | +13.3% | 0.00% | 0.0% |
| Q2 2022 | $556,000 | +15.1% | 6,954 | +22.8% | 0.00% | – |
| Q1 2022 | $483,000 | +38.4% | 5,662 | +47.5% | 0.00% | – |
| Q4 2021 | $349,000 | +24.2% | 3,839 | +31.3% | 0.00% | – |
| Q3 2021 | $281,000 | +178.2% | 2,923 | +186.6% | 0.00% | – |
| Q2 2021 | $101,000 | +18.8% | 1,020 | +14.5% | 0.00% | – |
| Q1 2021 | $85,000 | +49.1% | 891 | +45.8% | 0.00% | – |
| Q4 2020 | $57,000 | +338.5% | 611 | +268.1% | 0.00% | – |
| Q3 2020 | $13,000 | +160.0% | 166 | +133.8% | 0.00% | – |
| Q2 2020 | $5,000 | -44.4% | 71 | -58.2% | 0.00% | – |
| Q4 2018 | $9,000 | -10.0% | 170 | 0.0% | 0.00% | – |
| Q3 2018 | $10,000 | 0.0% | 170 | 0.0% | 0.00% | – |
| Q2 2018 | $10,000 | – | 170 | – | 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% |