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 | $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 ↓ |
|---|---|---|---|
| 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% |