ISHARES TR's ticker is SDG and the CUSIP is 46435G532. A total of 59 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $946,788,000 | +1.7% | 9,983 | +0.1% | 0.13% | -3.0% |
| Q4 2020 | $931,309,000 | +110770.1% | 9,976 | -4.5% | 0.13% | +0.8% |
| Q3 2020 | $840,000 | +66.3% | 10,445 | +41.1% | 0.13% | +59.8% |
| Q2 2020 | $505,000 | +18.5% | 7,405 | 0.0% | 0.08% | +6.5% |
| Q1 2020 | $426,000 | +20.0% | 7,405 | +36.4% | 0.08% | +48.1% |
| Q4 2019 | $355,000 | +12.0% | 5,430 | 0.0% | 0.05% | +4.0% |
| Q3 2019 | $317,000 | +1.3% | 5,430 | 0.0% | 0.05% | 0.0% |
| Q2 2019 | $313,000 | -0.6% | 5,430 | +1.7% | 0.05% | -3.8% |
| Q1 2019 | $315,000 | +5.0% | 5,338 | -5.7% | 0.05% | -7.1% |
| Q4 2018 | $300,000 | -9.1% | 5,658 | 0.0% | 0.06% | +3.7% |
| Q3 2018 | $330,000 | – | 5,658 | – | 0.05% | – |
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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% |