ISHARES TR's ticker is SDG and the CUSIP is 46435G532. A total of 113 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
| 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% |
| Claro Advisors LLC | 12,588 | $938,066 | 0.24% |
| Annapolis Financial Services, LLC | 10,430 | $777,244 | 0.22% |
| Leonard Rickey Investment Advisors P.L.L.C. | 8,924 | $665,038 | 0.22% |
| CWM, LLC | 423,409 | $31,552 | 0.19% |
| FOSTER DYKEMA CABOT & CO INC/MA | 21,299 | $1,587 | 0.19% |
| Dynamic Advisor Solutions LLC | 47,770 | $3,559,852 | 0.17% |
| Tolleson Wealth Management, Inc. | 8,980 | $669 | 0.16% |
| Ausdal Financial Partners, Inc. | 13,866 | $1,033,260 | 0.14% |
| Levy Wealth Management Group, LLC | 5,444 | $405,718 | 0.13% |
| FINANCIAL MANAGEMENT NETWORK INC | 4,216 | $303,702 | 0.10% |
External links
This page lists ISHARES TR's shareholders in Q3 2023. To view ISHARES TR's shareholder history, click here.