Sugarloaf Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 468 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.42 and the average weighting 0.3%.

Quarter-by-quarter ownership
Sugarloaf Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$11,246
-3.6%
1070.0%0.00%0.0%
Q2 2023$11,670
+17.4%
1070.0%0.00%
+50.0%
Q1 2023$9,942
-86.9%
107
-71.2%
0.00%
-94.1%
Q1 2020$76,000
-10.6%
371
+1.6%
0.03%
-5.6%
Q4 2019$85,0003650.04%
Other shareholders
ISHARES TR shareholders Q2 2020
NameSharesValueWeighting ↓
PGIM Custom Harvest LLC 4,262,531$395,605,50216.42%
Mendel Capital Management LLC 118,534$11,001,1119.94%
Buttonwood Financial Group, LLC 94,654$8,784,7568.76%
Pariax, LLC 29,138$2,704,2988.23%
Signature Wealth Management Partners, LLC 73,245$6,797,9346.31%
Stonebridge Financial Planning Group, LLC 88,217$8,187,4535.28%
EWG Elevate Inc. 126,857$11,773,6235.02%
Quantitative Advantage, LLC 356,495$33,086,3114.80%
West Wealth Group, LLC 96,739$8,978,3054.16%
COTTONWOOD CAPITAL ADVISORS, LLC 46,688$4,333,1033.99%
View complete list of ISHARES TR shareholders