ISHARES TR's ticker is SDG and the CUSIP is 46435G532. A total of 111 filers reported holding ISHARES TR in Q3 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 ↓ |
|---|---|---|---|
| Bond & Devick Financial Network, Inc. | 14,207 | $1,058,688 | 0.68% |
| Evergreen Wealth Solutions, LLC | 7,061 | $526,186 | 0.53% |
| WFA Asset Management Corp | 10,630 | $792,159 | 0.47% |
| REGATTA CAPITAL GROUP, LLC | 16,706 | $1,244,960 | 0.40% |
| MISSION WEALTH MANAGEMENT, LP | 134,057 | $9,989,905 | 0.37% |
| Whelan Financial | 8,722 | $649,963 | 0.34% |
| Berkshire Bank | 14,858 | $1,107,218 | 0.32% |
| Warren Street Wealth Advisors, LLC | 5,799 | $432,141 | 0.29% |
| KilterHowling LLC | 3,847 | $286,676 | 0.25% |
| First Pacific Financial | 7,156 | $533,265 | 0.24% |