Sugarloaf Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 662 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.00 and the average weighting 0.4%.

Quarter-by-quarter ownership
Sugarloaf Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$64,149
-3.7%
8880.0%0.02%0.0%
Q2 2023$66,600
+4.9%
8880.0%0.02%0.0%
Q1 2023$63,501
+4.7%
8880.0%0.02%
+6.7%
Q4 2022$60,650
+8.3%
8880.0%0.02%
+7.1%
Q3 2022$56,000
-1.8%
8880.0%0.01%0.0%
Q2 2022$57,000
-17.4%
8880.0%0.01%
-12.5%
Q1 2022$69,000
-9.2%
8880.0%0.02%
-11.1%
Q4 2021$76,000
+8.6%
8880.0%0.02%0.0%
Q3 2021$70,000
-2.8%
8880.0%0.02%
-10.0%
Q2 2021$72,000
+2.9%
888
+4.1%
0.02%
-4.8%
Q1 2021$70,000
+9.4%
853
-3.9%
0.02%0.0%
Q4 2020$64,000
+20.8%
888
+300.0%
0.02%
+10.5%
Q3 2020$53,000
+3.9%
222
-3.1%
0.02%
-5.0%
Q2 2020$51,000
+24.4%
229
-0.9%
0.02%
+11.1%
Q1 2020$41,000
-25.5%
2310.0%0.02%
-21.7%
Q4 2019$55,0002310.02%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Main Management ETF Advisors, LLC 2,441,600$183,12013.26%
Broadview Financial Management, LLC 109,879$8,240,9267.04%
Main Management LLC 833,605$62,5206.35%
Sterling Financial Planning, Inc. 159,307$11,948,0545.92%
Corundum Trust Company, INC 27,292$2,046,9005.60%
Hudson Capital Management LLC 178,571$13,392,8145.15%
Pensionmark Financial Group, LLC 353,480$26,510,9795.13%
Smith Anglin Financial, LLC 529,580$39,718,5294.82%
JSF Financial, LLC 179,477$13,460,7604.76%
Willis Johnson & Associates, Inc. 564,418$42,331,3304.51%
View complete list of ISHARES TR shareholders