GlobeNewswire Inc.T3·28mo ago
SDG iShares Trust iShares MSCI Global Sustainable Development Goals ETF
ETFETF quote, holdings, sector allocation, technicals, and options analytics. Fibonacci levels
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
SDG
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Key stats
About
iShares Trust iShares MSCI Global Sustainable Development Goals ETF (SDG) ETF
No description available.
- Exchange
- XNAS
- Inception
- 2016-04-20
- Has Options
- No
- Homepage
- https://www.ishares.com/us
Fund profile
holdings as of Oct 20, 2026issuer datathrough May 2026flows, SEC filings
- Expense ratio
- 0.50% issuer, Oct 22, 2026
- Assets
- $162M issuer-reported, Oct 20, 2026
- Trailing yield
- 1.74% paid semi-annual
- Average daily volume
- $259K 30 sessions
- Holdings
- 149 top 10 are 37.1%
- Listed
- Apr 20, 2016 Nasdaq
- Last fee change
- +1 bp filed Dec 19, 2025
- Net asset value
- $87.32 issuer, Oct 21, 2026 · closed -0.28% to NAV
- Median bid/ask spread
- 0.21% 30 days, issuer-reported
- 30-day SEC yield
- 1.44% issuer, Sep 30, 2026
- Return on NAV, 1 year
- +6.7% issuer, through Sep 30, 2026 · 3 years +7.4% a year · 5 years +0.1% · 10 years +7.8%
- Distributions, 12 months
- $1.51 a share issuer, through Jun 15, 2026: 100% income
- Tracking difference
- -0.09 pts vs index, after fees, FY 2025
Cost51
Liquidity14
Scale45
Diversification74
Moves with. US large-cap stocks (52% of its variance, beta 0.80); Developed markets ex-US over US (10% of its variance, beta 0.40); Emerging markets over US (8% of its variance, beta 0.12); Gold (4% of its variance, beta 0.04). These factors explain 79% of its daily moves over the last year.
Stated objective. The iShares MSCI Global Sustainable Development Goals ETF (the Fund ) seeks to track the investment results of an index composed of companies that derive a majority of their revenue from products and services that address at least one of the world's major social and environmental challenges as identified by the United Nations Sustainable Development Goals. (from the fund's prospectus)
All 149 holdingsFlow historySimilar fundsOverlap toolAll Global ETFs
Fund flows
daily as of Oct 20, 2026issuer datathrough May 2026SEC filings- Oct 20, 2026
- $0 latest day
- Latest 5 trading days
- $0
- Latest 21 trading days
- $0 0.0% of assets
- Year to date
- −$8.8M −$17M over 12 months
Each day
| Day | Net flow |
|---|---|
| Oct 20, 2026 | $0 |
| Oct 19, 2026 | $0 |
| Oct 16, 2026 | $0 |
| Oct 15, 2026 | $0 |
| Oct 14, 2026 | $0 |
| Oct 13, 2026 | $0 |
| Oct 12, 2026 | $0 |
| Oct 9, 2026 | $0 |
| Oct 8, 2026 | $0 |
| Oct 7, 2026 | $0 |
| Oct 6, 2026 | $0 |
| Oct 5, 2026 | $0 |
| Oct 2, 2026 | $0 |
| Oct 1, 2026 | $0 |
| Sep 30, 2026 | $0 |
| Sep 29, 2026 | $0 |
| Sep 28, 2026 | $0 |
| Sep 25, 2026 | $0 |
| Sep 24, 2026 | $0 |
| Sep 23, 2026 | $0 |
| Sep 22, 2026 | $0 |
Daily figures are the change in shares outstanding times net asset value, both as the issuer publishes them each day.
- May 2026
- $0 latest reported month
- Latest 3 months
- −$4.3M −2.5% of assets
- Latest 12 months
- −$29M −16.4% of assets
View as a table
| Month | Net flow |
|---|---|
| May 2026 | $0 |
| Apr 2026 | −$4.3M |
| Mar 2026 | $0 |
| Feb 2026 | $0 |
| Jan 2026 | $0 |
| Dec 2025 | −$4.3M |
| Nov 2025 | $0 |
| Oct 2025 | −$8.4M |
| Sep 2025 | $0 |
| Aug 2025 | −$3.9M |
| Jul 2025 | −$3.9M |
| Jun 2025 | −$3.8M |
Net creations and redemptions from the fund's SEC filings, which become public about 60 days after each quarter. Every month since 81 months ago
Similar funds
| Fund | Overlap | Fee | Assets | 1Y | |
|---|---|---|---|---|---|
| ERTHInvesco MSCI Sustainable Future ETF | 22% | 0.66% | $120M | −13.4% | compare |
| NZACSPDR Index Shares Fund State Street SPDR MSCI ACWI Climate Paris Aligned ETF | 15% | 0.12% | $194M | +8.3% | compare |
| ETECiShares Breakthrough Environmental Solutions ETF | 14% | 0.47% | $3.7M | −7.3% | compare |
| KGRNKraneShares MSCI China Clean Technology Index ETF | 12% | 0.79% | $45M | −29.6% | compare |
| IXJiShares Global Healthcare ETF | 12% | 0.38% | $4.5B | +17.6% | compare |
Ranked by how much of the two portfolios is the same securities.
Look-through: what the holdings say
weights as of Oct 20, 2026issuer data- Insider buying
- 4% of weight had net insider buying, 90 days; 25% net selling
- Reporting earnings
- 16.6% of weight in 7 days; 24.5% in 14
Holdings reporting in the next 14 days · weighted implied move this week 1.41%
Each figure is the fund's holdings weighted by position size, using our data on those stocks, and covers only the share of the stock holdings stated. Positive fair value means the holdings trade below our estimate.
What changed in the portfolio
Feb 28, 2026 → May 31, 2026| Action | Holding | Weight before | Weight after | Shares vs flows |
|---|---|---|---|---|
| Increase | MRVLMARVELL TECHNOLOGY, INC. | 3.58% | 9.90% | +20.5% |
| New position | Wiwynn Corporation | — | 5.50% | — |
| Exit | Wiwynn Corp | 4.21% | — | — |
| Exit | Li Auto Inc | 3.13% | — | — |
| New position | Li Auto Inc. | — | 2.50% | — |
| Increase | FSLRFIRST SOLAR, INC. | 2.88% | 5.18% | +26.1% |
| New position | Acciona, S.A. | — | 1.92% | — |
| Decrease | Novartis AG | 5.01% | 3.46% | −15.6% |
| New position | XPENG INC. | — | 1.55% | — |
| Decrease | Oersted A/S | 2.05% | 0.95% | −53.1% |
0 new, 0 exited, 0 increased and 0 decreased between the fund's two latest holdings reports; turnover 0.8%. Full holdings and history
Under the hood
fiscal year to Aug 31, 2025SEC census- Authorized participants
- 1 active of 40 with agreements; top 3 did 100%
- Created · redeemed
- $0 · $67M over the fiscal year
- Redemptions in kind
- 98% creations 0% in kind
- Creation unit
- 50,000 shares
- Securities lending
- 2.45% of assets on loan on average; earned 2.5 bp
- Return vs index
- -0.09 pts after fees; -0.09 before; daily s.d. 8.04
From the fund's annual census filing with the SEC. In-kind redemptions are what let an ETF shed appreciated securities without realising gains.
ETF Profile
holdings as of 2026-10-20
Holdings
149
AUM
$161.5M
Provider
iShares (BlackRock)
Inception
2016-04-20
Exchange
XNAS
Data As Of
2026-10-20
Expense Ratio
0.50%
Dividend Yield
1.74%
Distribution
Semi-Annual
Recent distributions
| Ex-Date | Pay Date | Amount | Type |
|---|---|---|---|
| 2026-06-15 | 2026-06-18 | $0.6612 | CD |
| 2025-12-16 | 2025-12-19 | $0.8520 | CD |
| 2025-06-16 | 2025-06-20 | $0.8300 | CD |
| 2024-12-17 | 2024-12-20 | $0.5908 | CD |
| 2024-06-11 | 2024-06-17 | $0.8017 | CD |
| 2023-12-20 | 2023-12-27 | $0.7575 | CD |
Asset Allocation
Top Holdings
top 50 of 149 holdings
| Symbol | Name | Weight % | Asset Class | Country |
|---|---|---|---|---|
| MRVL | MARVELL TECHNOLOGY | 4.35% | Equity (US) | US |
| NVDA | NVIDIA | 4.27% | Equity (US) | US |
| TSN | TYSON FOODS INC CLASS A | 4.06% | Equity (US) | US |
| BMY | BRISTOL MYERS SQUIBB | 3.91% | Equity (US) | US |
| — | WIWYNN CORPORATION | 3.81% | Equity (Foreign) | TW |
| VWS | VESTAS WIND SYSTEMS | 3.68% | Equity (Foreign) | DK |
| — | EAST JAPAN RAILWAY | 3.64% | Equity (Foreign) | JP |
| FSLR | FIRST SOLAR | 3.37% | Equity (US) | US |
| NOVN | NOVARTIS AG | 3.23% | Equity (Foreign) | CH |
| — | UNI-PRESIDENT ENTERPRISES | 2.79% | Equity (Foreign) | TW |
| — | LI AUTO CLASS A | 2.49% | Equity (Foreign) | CN |
| — | WH GROUP | 2.42% | Equity (Foreign) | HK |
| KMB | KIMBERLY CLARK | 2.41% | Equity (US) | US |
| — | NIO CLASS A | 1.98% | Equity (Foreign) | CN |
| — | GDS HOLDINGS CLASS A | 1.90% | Equity (Foreign) | CN |
| CSL | CSL | 1.80% | Equity (Foreign) | AU |
| — | CENTRAL JAPAN RAILWAY | 1.75% | Equity (Foreign) | JP |
| EQIX | EQUINIX REIT | 1.73% | Equity (US) | US |
| REGN | REGENERON PHARMACEUTICALS | 1.69% | Equity (US) | US |
| — | ESSITY CLASS B | 1.68% | Equity (Foreign) | SE |
| VRTX | VERTEX PHARMACEUTICALS | 1.53% | Equity (US) | US |
| — | XPENG CLASS A INC | 1.51% | Equity (Foreign) | CN |
| ANA | ACCIONA | 1.40% | Equity (Foreign) | ES |
| MOWI | MOWI | 1.36% | Equity (Foreign) | NO |
| MAS | MASCO | 1.35% | Equity (US) | US |
| DLR | DIGITAL REALTY TRUST REIT | 1.26% | Equity (US) | US |
| WY | WEYERHAEUSER REIT | 1.23% | Equity (US) | US |
| HOT | HOCHTIEF AG | 1.23% | Equity (Foreign) | DE |
| SIGMAFA | ALFA A | 1.17% | Equity (Foreign) | MX |
| — | CHINA MENGNIU DAIRY LTD | 1.11% | Equity (Foreign) | CN |
| VNA | VONOVIA SE | 1.10% | Equity (Foreign) | DE |
| SAP | SAPUTO | 1.05% | Equity (Foreign) | CA |
| — | DAIICHI SANKYO LTD | 1.03% | Equity (Foreign) | JP |
| PSON | PEARSON PLC | 1.02% | Equity (Foreign) | GB |
| — | LG ENERGY SOLUTION LTD | 0.91% | Equity (Foreign) | KR |
| — | ZHEJIANG LEAPMOTOR TECHNOLOGY LTD | 0.86% | Equity (Foreign) | CN |
| EW | EDWARDS LIFESCIENCES | 0.81% | Equity (US) | US |
| — | CONTEMPORARY AMPEREX TECHNOLOGY A | 0.80% | Equity (Foreign) | CN |
| ORSTED | ORSTED A/S | 0.78% | Equity (Foreign) | DK |
| RIVN | RIVIAN AUTOMOTIVE CLASS A | 0.70% | Equity (US) | US |
| — | NEW ORIENTAL EDUCATION & TECHNOLOG | 0.69% | Equity (Foreign) | CN |
| DXCM | DEXCOM INC | 0.63% | Equity (US) | US |
| — | CSI SOLAR LTD A | 0.62% | Equity (Foreign) | CN |
| TAL | TAL EDUCATION GROUP ADR REPTG | 0.56% | Equity (Foreign) | CN |
| SOON | SONOVA HOLDING AG | 0.51% | Equity (Foreign) | CH |
| UU. | UNITED UTILITIES GROUP PLC | 0.51% | Equity (Foreign) | GB |
| GMAB | GENMAB | 0.50% | Equity (Foreign) | DK |
| ARGX | ARGENX | 0.48% | Equity (Foreign) | BE |
| — | UNICHARM | 0.47% | Equity (Foreign) | JP |
| — | MTR CORPORATION | 0.46% | Equity (Foreign) | HK |
Geographic Breakdown
Non-Equity Breakdown
iShares MSCI Global Sustainable Development Goals ETF ·
NPORT-P period 2026-05-31
(filed 2026-07-27)
Net assets:
$174M
· 144 total positions
· equity 96.47%
· non-equity 5.88%
Non-equity holdings
— 32 positions,
5.88% of NAV
| Category | Weight | Value | Positions |
|---|---|---|---|
| Short-term investment | 2.93% | $5.1M | 2 |
| Other | 2.88% | $5.0M | 27 |
| Derivative (equity) | 0.06% | $109975 | 3 |
Chart
Seasonality
| Month | '21 | '22 | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|---|---|
| Jan | 1.75% | -4.84% | 4.63% | -4.90% | 0.26% | -0.40% | -0.58% |
| Feb | -3.19% | -0.16% | -6.98% | -0.32% | 3.72% | 2.19% | -0.79% |
| Mar | -0.61% | -0.71% | 1.54% | 1.27% | -1.78% | -2.50% | -0.47% |
| Apr | 1.33% | -4.73% | 1.45% | -2.30% | 0.19% | 5.08% | 0.17% |
| May | -0.23% | 2.47% | -4.50% | 3.42% | 3.07% | 2.68% | 1.15% |
| Jun | 2.02% | -4.20% | 2.00% | -5.62% | 1.07% | -2.26% | -1.17% |
| Jul | -2.30% | 3.40% | 4.16% | 3.40% | 2.86% | 0.22% | 1.96% |
| Aug | 1.93% | -5.24% | -3.67% | 4.61% | 3.22% | 2.63% | 0.58% |
| Sep | -4.10% | -8.14% | -5.75% | 6.56% | 3.27% | -5.21% | -2.23% |
| Oct | 1.06% | 0.25% | -2.18% | -6.46% | 0.62% | 0.76%* | -0.99% |
| Nov | -6.17% | 10.89% | 7.00% | -2.47% | 1.54% | -- | 2.16% |
| Dec | 0.64% | -3.09% | 4.50% | -7.83% | -0.68% | -- | -1.29% |
| Total | -7.97% | -14.45% | 1.02% | -11.27% | 18.61% | 2.81% | -1.88% |
Technical Indicators
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
Trend Indicators
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
Volume & Volatility
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
SMA 20: $87.20
SMA 50: $89.84
SMA 200: $88.14
Current: $87.10
EMA 12: $87.02
EMA 26: $87.79
MACD: -0.7751 | Signal: 0.1005
BEARISH
ADX (14): 24.94
WEAK TREND
+DI: 28.33
−DI: 34.01
Momentum Oscillators
RSI (14): 45.23
NEUTRAL
Stoch %K: 37.21
Stoch %D: 22.81
Williams %R: -50.40
Volume & Volatility
BB Upper: $88.61
BB Lower: $85.79
NEUTRAL
OBV: 94,011
Vol SMA 20: 2,956
Vol ROC: 19.12%
ATR: $0.78
True Range: $0.43
HV 20: 12.9%
HV 30: 13.5%
HV 60: 13.4%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-10-23T00:00:00 – 2026-10-21T00:00:00
AI Analysis
Here is a comprehensive stock analysis report for SDG based on the provided data:
Executive Summary
Overall Assessment: NEUTRAL (Confidence Level: 6/10)
Key Drivers: Strong technical signals, moderate volatility, and neutral news sentiment.
Primary Risks: Downtrend risk due to recent price pullback, potential negative earnings surprises.
Investment Thesis: SDG presents a cautiously optimistic opportunity with significant upside potential. However, investors should be prepared for potential short-term volatility and downside risks.
Recent News Sentiment Impact: Neutral headlines have had minimal impact on the stock's price action, allowing technical signals to take center stage.
Technical Analysis
Trend Direction: Short-term (1-4 weeks): NEUTRAL; Medium-term (1-3 months): BULLISH; Long-term (3-12 months): BULLISH
Support/Resistance Levels:
- SMA 20 ($90.52) - support
- SMA 50 ($87.64) - resistance
- Upper Bollinger Band ($92.62) - resistance
- Middle Bollinger Band ($90.52) - support
- Lower Bollinger Band ($88.41) - support
Momentum Signals:
- RSI (14): 57.22 (neutral)
- MACD: Bullish (0.84 / Signal: -0.10 / Histogram: 0.95)
- Stochastic %K and %D both above 70, indicating overbought conditions
- Williams %R: -25.57 (oversold)
Volume Analysis:
- Volume SMA 20: 6074.80 (increasing)
- On-Balance Volume (OBV): -41039.35 (negative)
- Volume Rate of Change: 27.24% (positive)
News & Sentiment Analysis
Recent Headlines Summary: Neutral news headlines have had minimal impact on the stock's price action.
Sentiment Assessment: NEUTRAL (based on recent news sentiment)
Catalyst Identification:
- No immediate catalysts identified
- Earnings announcement due in the near future (no specific date available)
- No regulatory or product launch events imminent
Market Narrative: Technical signals and moderate volatility are currently driving the stock's price action, with neutral news headlines having little impact.
Risk & Volatility Assessment
Risk Interpretation: Moderate risk (beta 0.90 vs SPY)
Volatility Regime: Current volatility levels are slightly higher than historical averages
Options Market Signals:
- IV rank: N/A (no options data available)
- Put/call ratios: N/A (no options data available)
- Unusual activity: N/A (no options data available)
Downside Protection: Support levels and risk management considerations will be key in managing potential downside risks.
Market Context & Positioning
Sector Performance:
- SDG has performed relatively well compared to the broader market and sector averages
Institutional Activity:
- Institutional interest is moderate, with no significant buying or selling pressure visible
Correlation Analysis:
- Correlation with SPY: 0.73 (moderate correlation)
Relative Valuation:
- SDG trades within its historical range, presenting a relatively balanced risk-reward profile.
Key Levels & Action Items
Critical Price Levels:
- SMA 20 ($90.52) - support
- SMA 50 ($87.64) - resistance
- Upper Bollinger Band ($92.62) - resistance
- Middle Bollinger Band ($90.52) - support
- Lower Bollinger Band ($88.41) - support
Breakout/Breakdown Levels:
- Break above the upper Bollinger Band for potential upside momentum
- Break below the SMA 50 for potential downside risks
Time-Sensitive Catalysts:
- Earnings announcement due in the near future (no specific date available)
Risk Management:
- Stop-loss levels should be set around the SMA 20 and lower Bollinger Band for potential downside risk management.
Please note that this analysis is based on the provided data, which may not reflect the actual performance of the stock. It's essential to consider additional factors, such as changes in market conditions, new information, or unexpected events, when making investment decisions.
Generated
News
All SDG news →
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Showing 1–10 of 50
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SDG Options Activity & IV Rank
Loading options activity...
Spread Scanner GPU
Each spread is ranked by a composite score built in three stages. Full documentation →
Stage 1 — Base Score (GPU scanner)
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Stage 2 — Skew Adjustment (±25% cap)
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Enter a ticker to scan for optimal spread opportunities.
Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Wing vs ATM
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d
—
—
pts
EXTREME
ATM — / Wing —
30 DTE / 10d
—
—
pts
EXTREME
ATM — / Wing —
Extreme reading.
Historically these have been contrarian — on the small set of observed earnings-day cases, large negative wing-vs-ATM gaps (calls pricing much richer than puts at the same delta) preceded sharp drops in the underlying within 1-12 days. Not financial advice and the dataset is small.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Volatility Surface
Enter a ticker to render the implied volatility surface.
Volatility Smile
Enter a ticker to render the implied volatility smile.
IV Rank (7 DTE)
IV Rank (30 DTE)
Straddle Price (30 DTE)
Beta Analysis
Risk Metrics
Beta: 0.9131
Alpha: -8.25%
Correlation: 0.7705
R-Squared: 59.4%
Stock Volatility: 15.1%
Market Volatility: 12.7%
Analysis Details
Benchmark: SPY
Data Points: 251
Period: 252 trading days
Data Points: 251
Period: 252 trading days
Interpretation:
Moderate volatility - stock generally follows market
Moderate volatility - stock generally follows market
Beta & Alpha Over Time
SDG Institutional Ownership (13F)
Latest filings — 2026-09-30Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
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Constituent Performance
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Constituents
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