ISHARES TR's ticker is SDG and the CUSIP is 46435G532. A total of 83 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,686,893 | +5.0% | 36,056 | +11.3% | 0.00% | 0.0% |
| Q2 2023 | $2,560,113 | +6.9% | 32,386 | +7.1% | 0.00% | 0.0% |
| Q1 2023 | $2,394,785 | +19.7% | 30,241 | +19.3% | 0.00% | 0.0% |
| Q4 2022 | $2,000,132 | +67.1% | 25,347 | +50.1% | 0.00% | +100.0% |
| Q3 2022 | $1,197,000 | +136.1% | 16,885 | +165.8% | 0.00% | – |
| Q2 2022 | $507,000 | -8.0% | 6,352 | -1.7% | 0.00% | – |
| Q1 2022 | $551,000 | -6.0% | 6,464 | +0.0% | 0.00% | – |
| Q4 2021 | $586,000 | +2341.7% | 6,462 | +2505.6% | 0.00% | – |
| Q3 2021 | $24,000 | -46.7% | 248 | -45.6% | 0.00% | – |
| Q2 2021 | $45,000 | -6.2% | 456 | -9.9% | 0.00% | – |
| Q1 2021 | $48,000 | +71.4% | 506 | +69.8% | 0.00% | – |
| Q4 2020 | $28,000 | – | 298 | – | 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% |