ISHARES TR's ticker is SDG and the CUSIP is 46435G532. A total of 112 filers reported holding ISHARES TR in Q2 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CWM, LLC | 618,809 | $61,491,000 | 0.49% |
| FOSTER DYKEMA CABOT & CO INC/MA | 16,057 | $947,000 | 0.15% |
| LFA - Lugano Financial Advisors SA | 2,490 | $146,000 | 0.09% |
| MISSION WEALTH MANAGEMENT, LP | 10,233 | $604,000 | 0.07% |
| Alpha Omega Wealth Management LLC | 2,317 | $137,000 | 0.06% |
| RPg Family Wealth Advisory, LLC | 1,539 | $90,799,000 | 0.05% |
| NORTH AMERICAN MANAGEMENT CORP | 5,338 | $315,000 | 0.05% |
| Brinker Capital Investments, LLC | 25,214 | $1,487,000 | 0.05% |
| Pacific Center for Financial Services | 911 | $54,000 | 0.03% |
| LAKE STREET ADVISORS GROUP, LLC | 4,739 | $280,000 | 0.03% |