ISHARES TR's ticker is SDG and the CUSIP is 46435G532. A total of 113 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $749,414 | +367.9% | 18,544 | +813.5% | 0.04% | +500.0% |
| Q4 2022 | $160,179 | +11.2% | 2,030 | -0.3% | 0.01% | -22.2% |
| Q3 2022 | $144,000 | -12.2% | 2,037 | -0.2% | 0.01% | -40.0% |
| Q2 2022 | $164,000 | -4.7% | 2,042 | +1.4% | 0.02% | +50.0% |
| Q1 2022 | $172,000 | -6.5% | 2,014 | -0.8% | 0.01% | -37.5% |
| Q4 2021 | $184,000 | +5.7% | 2,031 | +10.6% | 0.02% | +14.3% |
| Q1 2021 | $174,000 | +8.1% | 1,837 | +6.4% | 0.01% | -6.7% |
| Q4 2020 | $161,000 | – | 1,727 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bond & Devick Financial Network, Inc. | 14,207 | $1,058,688 | 0.68% |
| Evergreen Wealth Solutions, LLC | 7,061 | $526,186 | 0.53% |
| WFA Asset Management Corp | 10,630 | $792,159 | 0.47% |
| REGATTA CAPITAL GROUP, LLC | 16,706 | $1,244,960 | 0.40% |
| MISSION WEALTH MANAGEMENT, LP | 134,057 | $9,989,905 | 0.37% |
| Whelan Financial | 8,722 | $649,963 | 0.34% |
| Berkshire Bank | 14,858 | $1,107,218 | 0.32% |
| Warren Street Wealth Advisors, LLC | 5,799 | $432,141 | 0.29% |
| KilterHowling LLC | 3,847 | $286,676 | 0.25% |
| First Pacific Financial | 7,156 | $533,265 | 0.24% |