Sugarloaf Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 175 filers reported holding ISHARES TR in Q4 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 2021$9,0000.0%3200.0%0.00%0.0%
Q2 2021$9,000
-43.8%
320
+4.6%
0.00%
-60.0%
Q1 2021$16,000
+33.3%
306
-50.0%
0.01%
+25.0%
Q4 2020$12,000
+20.0%
612
+0.5%
0.00%0.0%
Q3 2020$10,000
-16.7%
609
+0.8%
0.00%
-20.0%
Q2 2020$12,000
+33.3%
604
+0.3%
0.01%
+25.0%
Q1 2020$9,000
-77.5%
602
-51.6%
0.00%
-76.5%
Q4 2019$40,0001,2430.02%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
BRIGHT ROCK CAPITAL MANAGEMENT, LLC 300,000$14,229,0003.48%
Dentgroup LLC 74,336$3,525,7572.60%
PGIM Custom Harvest LLC 1,446,210$68,593,7342.53%
Bellwether Advisors, LLC 193,319$9,169,1202.50%
First Citizens Financial Corp 56,132$2,662,3411.88%
TCWP LLC 50,492$2,394,8361.82%
FORTE ASSET MANAGEMENT LLC 48,351$2,309,3221.55%
COTTONWOOD CAPITAL ADVISORS, LLC 33,100$1,569,9391.47%
Foundation Wealth Management, LLC 24,960$1,183,8501.18%
Ballew Advisors, Inc 24,805$1,113,7400.92%
View complete list of ISHARES TR shareholders