Sugarloaf Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 328 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.58 and the average weighting 0.2%.

Quarter-by-quarter ownership
Sugarloaf Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$63,735
-3.6%
2360.0%0.02%
+6.7%
Q2 2023$66,138
+2.6%
236
+0.4%
0.02%
-6.2%
Q1 2023$64,441
-3.8%
235
-0.4%
0.02%
-5.9%
Q4 2022$66,954
-15.2%
236
-23.9%
0.02%
-15.0%
Q3 2022$79,000
-4.8%
3100.0%0.02%
-4.8%
Q2 2022$83,000
-7.8%
3100.0%0.02%0.0%
Q1 2022$90,000
-3.2%
3100.0%0.02%
-4.5%
Q4 2021$93,000
+9.4%
3100.0%0.02%0.0%
Q3 2021$85,000
+1.2%
3100.0%0.02%
-4.3%
Q2 2021$84,000
+7.7%
310
-83.0%
0.02%0.0%
Q1 2021$78,000
+2.6%
1,828
+491.6%
0.02%
-8.0%
Q4 2020$76,000
+8.6%
309
+0.3%
0.02%
-3.8%
Q3 2020$70,000
-57.3%
308
-59.6%
0.03%
-58.7%
Q2 2020$164,000
+14.7%
7620.0%0.06%
-1.6%
Q1 2020$143,000
-12.8%
7620.0%0.06%
-8.6%
Q4 2019$164,0007620.07%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
Sowa Financial Group, Inc. 34,434$8,712,0006.88%
Kalos Management, Inc. 7,330$1,924,0004.75%
First Citizens Financial Corp 18,196$4,604,0004.53%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 21,003$5,314,0003.34%
Goodwin Investment Advisory 15,618$3,951,0002.99%
ETFIDEA, LLC 19,832$5,017,5682.59%
Oakworth Capital, Inc. 82,156$20,785,0002.30%
HC Advisors, LLC 12,493$3,161,0002.18%
Wealth Enhancement & Preservation of GA, LLC 5,107$1,292,0002.07%
HWG Holdings LP 9,381$2,373,0001.70%
View complete list of ISHARES TR shareholders