Sugarloaf Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 171 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.44 and the average weighting 0.2%.

Quarter-by-quarter ownership
Sugarloaf Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$3,418
+6.7%
150.0%0.00%0.0%
Q4 2022$3,203
+6.8%
150.0%0.00%0.0%
Q3 2022$3,0000.0%150.0%0.00%0.0%
Q2 2022$3,000
-25.0%
150.0%0.00%0.0%
Q1 2022$4,0000.0%150.0%0.00%0.0%
Q4 2021$4,0000.0%150.0%0.00%0.0%
Q3 2021$4,0000.0%150.0%0.00%0.0%
Q2 2021$4,0000.0%15
-99.7%
0.00%0.0%
Q1 2021$4,000
+33.3%
5,848
+38886.7%
0.00%0.0%
Q4 2020$3,0000.0%150.0%0.00%0.0%
Q3 2020$3,000
+50.0%
150.0%0.00%0.0%
Q2 2020$2,0000.0%150.0%0.00%0.0%
Q1 2020$2,000150.00%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
TOBIAS FINANCIAL ADVISORS, INC. 40,982$8,153,0004.47%
Paragon Wealth Strategies, LLC 49,063$9,760,0004.34%
Q3 Asset Management 24,127$4,799,0003.90%
MinichMacGregor Wealth Management, LLC 37,171$7,394,0003.49%
AFFINITY WEALTH MANAGEMENT LLC 48,704$10,063,0002.71%
Migdal Insurance & Financial Holdings Ltd. 471,000$93,696,0001.30%
McGuire Investment Group, LLC 21,949$4,366,0001.30%
Richard Bernstein Advisors LLC 206,310$41,042,0001.15%
Dynamic Advisor Solutions LLC 39,473$7,852,0000.89%
Clarus Wealth Advisors 4,309$869,0000.67%
View complete list of ISHARES TR shareholders