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 | $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% | – |
Download | ||||||
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% |