Sugarloaf Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 184 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.01 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 Q4 2020
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 104,181$16,882,0009.40%
SPC Financial, Inc. 83,505$13,532,0002.48%
Destination Wealth Management 286,148$46,370,0002.36%
NIEMANN CAPITAL MANAGEMENT INC 12,797$2,074,0001.66%
LBMC INVESTMENT ADVISORS, LLC 65,801$10,663,0001.50%
HOLDERNESS INVESTMENTS CO 15,632$2,533,0001.09%
Field & Main Bank 7,225$1,171,0000.97%
First Citizens Financial Corp 5,718$927,0000.92%
F3Logic, LLC 25,782$4,177,0000.79%
Madden Advisory Services, Inc. 7,116$1,153,0000.75%
View complete list of ISHARES TR shareholders