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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,638,504 | +6.2% | 75,687 | +12.7% | 0.00% | 0.0% |
| Q2 2023 | $5,307,766 | +49.8% | 67,145 | +50.5% | 0.00% | +100.0% |
| Q1 2023 | $3,543,258 | -27.0% | 44,628 | -27.4% | 0.00% | -50.0% |
| Q4 2022 | $4,853,000 | +50.6% | 61,497 | +35.2% | 0.00% | +100.0% |
| Q3 2022 | $3,223,000 | +859.2% | 45,473 | +982.2% | 0.00% | – |
| Q2 2022 | $336,000 | -0.3% | 4,202 | +6.3% | 0.00% | – |
| Q1 2022 | $337,000 | -82.7% | 3,952 | -81.6% | 0.00% | -100.0% |
| Q4 2021 | $1,945,000 | +110.3% | 21,429 | +122.7% | 0.00% | – |
| Q3 2021 | $925,000 | -0.6% | 9,624 | +2.7% | 0.00% | – |
| Q2 2021 | $931,000 | -17.5% | 9,370 | -21.3% | 0.00% | – |
| Q1 2021 | $1,129,000 | – | 11,905 | – | 0.00% | – |
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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% |