Sugarloaf Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 192 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Sugarloaf Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$21,156
-5.9%
3160.0%0.01%0.0%
Q2 2023$22,489
+10.0%
3160.0%0.01%0.0%
Q1 2023$20,442
+13.6%
3160.0%0.01%0.0%
Q4 2022$17,999
-48.6%
316
-46.6%
0.01%
-44.4%
Q3 2022$35,000
+2.9%
5920.0%0.01%0.0%
Q2 2022$34,000
-22.7%
5920.0%0.01%
-10.0%
Q1 2022$44,000
-12.0%
5920.0%0.01%
-16.7%
Q4 2021$50,000
+8.7%
5920.0%0.01%0.0%
Q3 2021$46,0000.0%5920.0%0.01%
-7.7%
Q2 2021$46,000
+4.5%
592
+90.4%
0.01%0.0%
Q1 2021$44,000
+4.8%
311
-47.5%
0.01%
-7.1%
Q4 2020$42,000
+13.5%
592
+300.0%
0.01%
+7.7%
Q3 2020$37,000
+15.6%
1480.0%0.01%
+8.3%
Q2 2020$32,000
+23.1%
1480.0%0.01%0.0%
Q1 2020$26,000
-23.5%
1480.0%0.01%
-14.3%
Q4 2019$34,0001480.01%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
First Citizens Financial Corp 59,539$4,603,0003.67%
MinichMacGregor Wealth Management, LLC 136,778$10,574,0003.56%
Quantitative Advantage, LLC 227,615$17,597,0002.99%
SPC Financial, Inc. 292,701$22,629,0002.80%
Cadent Capital Advisors, LLC 78,949$6,104,0002.72%
Stonebridge Financial Planning Group, LLC 53,059$4,548,0002.22%
Kesler, Norman & Wride, LLC 93,671$7,242,0001.71%
PGIM Custom Harvest LLC 144,882$11,201,0001.70%
WESPAC Advisors SoCal, LLC 43,190$3,362,0001.10%
Silicon Hills Wealth Management, LLC 17,170$1,327,0000.91%
View complete list of ISHARES TR shareholders