ISHARES TR's ticker is SDG and the CUSIP is 46435G532. A total of 112 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $26,082 | -5.7% | 350 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $27,667 | -0.2% | 350 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $27,716 | +75.6% | 350 | +75.0% | 0.00% | +100.0% |
| Q4 2022 | $15,782 | +294.6% | 200 | +300.0% | 0.00% | – |
| Q3 2022 | $4,000 | +100.0% | 50 | +100.0% | 0.00% | – |
| Q2 2022 | $2,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q1 2022 | $2,000 | -96.4% | 25 | -96.0% | 0.00% | -100.0% |
| Q4 2021 | $56,000 | -6.7% | 621 | 0.0% | 0.00% | -25.0% |
| Q3 2021 | $60,000 | -3.2% | 621 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $62,000 | +5.1% | 621 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $59,000 | +5.4% | 621 | +4.2% | 0.00% | 0.0% |
| Q4 2020 | $56,000 | +16.7% | 596 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $48,000 | +17.1% | 596 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $41,000 | +20.6% | 596 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $34,000 | -12.8% | 596 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $39,000 | +11.4% | 596 | 0.0% | 0.00% | -55.6% |
| Q3 2019 | $35,000 | +2.9% | 596 | 0.0% | 0.01% | +200.0% |
| Q2 2019 | $34,000 | – | 596 | – | 0.00% | – |
| Q1 2019 | $0 | – | 0 | – | 0.00% | – |
| Q4 2018 | $0 | – | 0 | – | 0.00% | – |
| Q3 2018 | $0 | – | 0 | – | 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% |