ISHARES TR's ticker is SDG and the CUSIP is 46435G532. A total of 115 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $457,927 | -42.4% | 6,100 | -39.6% | 0.00% | -100.0% |
| Q1 2024 | $794,971 | -65.1% | 10,100 | -64.1% | 0.00% | -50.0% |
| Q4 2023 | $2,277,505 | +9.2% | 28,100 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $2,084,739 | -12.6% | 28,100 | -8.2% | 0.00% | 0.0% |
| Q2 2023 | $2,385,882 | -1.5% | 30,600 | 0.0% | 0.00% | -33.3% |
| Q1 2023 | $2,423,214 | -19.2% | 30,600 | -19.5% | 0.00% | 0.0% |
| Q4 2022 | $2,998,580 | +1.2% | 38,000 | -9.1% | 0.00% | -40.0% |
| Q3 2022 | $2,962,000 | -13.4% | 41,800 | -2.3% | 0.01% | 0.0% |
| Q2 2022 | $3,419,000 | -6.4% | 42,800 | 0.0% | 0.01% | +25.0% |
| Q1 2022 | $3,651,000 | -10.6% | 42,800 | -4.9% | 0.00% | 0.0% |
| Q4 2021 | $4,083,000 | – | 45,000 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FOSTER DYKEMA CABOT & CO INC/MA | 16,185 | $944,000 | 0.15% |
| LFA - Lugano Financial Advisors SA | 2,490 | $145,000 | 0.10% |
| RPg Family Wealth Advisory, LLC | 1,319 | $76,895,000 | 0.06% |
| NORTH AMERICAN MANAGEMENT CORP | 5,658 | $330,000 | 0.05% |
| CWM, LLC | 29,461 | $1,718,000 | 0.04% |
| Brinker Capital Investments, LLC | 22,970 | $1,339,000 | 0.04% |
| Patten Group, Inc. | 1,855 | $108,000 | 0.04% |
| Pacific Center for Financial Services | 902 | $53,000 | 0.03% |
| Avestar Capital, LLC | 500 | $29,000 | 0.02% |
| Global Retirement Partners, LLC | 625 | $36,000 | 0.01% |