ISHARES TR's ticker is SDG and the CUSIP is 46435G532. A total of 24 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $919,118 | -85.0% | 12,333 | -84.1% | 0.00% | -100.0% |
Q2 2023 | $6,121,705 | -0.4% | 77,440 | -0.2% | 0.00% | 0.0% |
Q1 2023 | $6,143,911 | -3.2% | 77,584 | -3.5% | 0.00% | 0.0% |
Q4 2022 | $6,346,100 | +41.1% | 80,422 | +26.7% | 0.00% | 0.0% |
Q3 2022 | $4,497,000 | +231.4% | 63,463 | +273.6% | 0.00% | – |
Q2 2022 | $1,357,000 | +50.3% | 16,987 | +60.4% | 0.00% | – |
Q1 2022 | $903,000 | -5.8% | 10,591 | +0.2% | 0.00% | – |
Q4 2021 | $959,000 | -59.9% | 10,565 | -57.6% | 0.00% | – |
Q3 2021 | $2,392,000 | +8.5% | 24,895 | +12.2% | 0.00% | – |
Q2 2021 | $2,205,000 | +73.1% | 22,190 | +65.1% | 0.00% | – |
Q1 2021 | $1,274,000 | +4293.1% | 13,441 | +4264.0% | 0.00% | – |
Q4 2020 | $29,000 | +314.3% | 308 | +234.8% | 0.00% | – |
Q3 2020 | $7,000 | -36.4% | 92 | -54.0% | 0.00% | – |
Q2 2018 | $11,000 | -8.3% | 200 | 0.0% | 0.00% | – |
Q1 2018 | $12,000 | 0.0% | 200 | 0.0% | 0.00% | – |
Q4 2017 | $12,000 | 0.0% | 200 | 0.0% | 0.00% | – |
Q3 2017 | $12,000 | – | 200 | – | 0.00% | – |
Download |
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% |