Sugarloaf Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 172 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Sugarloaf Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$23,914
-10.0%
3250.0%0.01%0.0%
Q2 2023$26,569
-2.3%
3250.0%0.01%
-14.3%
Q1 2023$27,206
-3.3%
3250.0%0.01%0.0%
Q4 2022$28,126
+4.2%
3250.0%0.01%0.0%
Q3 2022$27,000
-3.6%
3250.0%0.01%0.0%
Q2 2022$28,000
-6.7%
3250.0%0.01%0.0%
Q1 2022$30,000
+3.4%
3250.0%0.01%0.0%
Q4 2021$29,000
+11.5%
3250.0%0.01%0.0%
Q3 2021$26,0000.0%3250.0%0.01%0.0%
Q2 2021$26,0000.0%325
-76.1%
0.01%
-12.5%
Q1 2021$26,000
-58.7%
1,359
+216.0%
0.01%
-65.2%
Q3 2020$63,000
-12.5%
430
-16.0%
0.02%
-17.9%
Q2 2020$72,000
-31.4%
512
-32.8%
0.03%
-40.4%
Q1 2020$105,000
-36.0%
762
-24.5%
0.05%
-32.9%
Q4 2019$164,0001,0090.07%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
Destination Wealth Management 633,344$46,601,4351.81%
BOS Asset Management, LLC 25,014$1,840,5301.35%
Bellwether Advisors, LLC 63,241$4,653,2731.27%
First Citizens Financial Corp 22,528$1,657,6101.17%
LBMC INVESTMENT ADVISORS, LLC 120,663$8,573,1110.91%
TAP Consulting, LLC 31,479$2,316,2230.60%
Essex LLC 24,252$1,784,4620.50%
Family Firm, Inc. 23,625$1,738,3320.49%
HOLDERNESS INVESTMENTS CO 17,000$1,250,8940.49%
COUNTRY CLUB BANK /GFN 81,114$5,958,6330.48%
View complete list of ISHARES TR shareholders