Sugarloaf Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 274 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Sugarloaf Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$28,409
+0.2%
3800.0%0.01%0.0%
Q2 2023$28,352
-5.1%
380
-9.5%
0.01%0.0%
Q1 2023$29,879
-5.7%
4200.0%0.01%
-12.5%
Q4 2022$31,697
+9.3%
4200.0%0.01%
+14.3%
Q3 2022$29,0000.0%4200.0%0.01%0.0%
Q2 2022$29,000
-19.4%
4200.0%0.01%
-22.2%
Q1 2022$36,0000.0%4200.0%0.01%0.0%
Q4 2021$36,000
+2.9%
4200.0%0.01%0.0%
Q3 2021$35,000
+2.9%
4200.0%0.01%0.0%
Q2 2021$34,000
+9.7%
420
-95.7%
0.01%0.0%
Q1 2021$31,000
+10.7%
9,716
+2213.3%
0.01%0.0%
Q4 2020$28,000
+16.7%
420
+100.0%
0.01%0.0%
Q3 2020$24,000
+4.3%
2100.0%0.01%0.0%
Q2 2020$23,000
+15.0%
2100.0%0.01%0.0%
Q1 2020$20,000
-23.1%
210
+10.5%
0.01%
-18.2%
Q4 2019$26,0001900.01%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
First Citizens Financial Corp 59,051$4,786,0003.62%
HC Advisors, LLC 68,774$5,574,0003.43%
Magnus Financial Group LLC 153,112$12,410,0002.70%
Stillwater Capital Advisors, LLC 166,864$13,524,0002.24%
Somerset Group LLC 34,777$2,819,0002.01%
Sowa Financial Group, Inc. 31,519$2,555,0001.89%
BEAM WEALTH ADVISORS, INC. 25,057$2,031,0001.75%
WJ Wealth Management, LLC 5,393$437,0001.35%
CIM, LLC 97,948$8,234,0001.34%
HCR Wealth Advisors 94,314$7,644,0001.33%
View complete list of ISHARES TR shareholders