Sugarloaf Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IEV and the CUSIP is 464287861. A total of 142 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 44.87 and the average weighting 0.1%.

Quarter-by-quarter ownership
Sugarloaf Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$29,048
-5.6%
6090.0%0.01%0.0%
Q2 2023$30,758
+3.3%
609
+2.4%
0.01%0.0%
Q1 2023$29,776
+10.4%
5950.0%0.01%0.0%
Q4 2022$26,961
+17.2%
595
+0.3%
0.01%
+16.7%
Q3 2022$23,000
-8.0%
5930.0%0.01%0.0%
Q2 2022$25,000
-13.8%
593
+2.8%
0.01%
-14.3%
Q1 2022$29,000
-6.5%
5770.0%0.01%0.0%
Q4 2021$31,000
+3.3%
577
+1.2%
0.01%
-12.5%
Q3 2021$30,0000.0%5700.0%0.01%0.0%
Q2 2021$30,000
-54.5%
570
-88.1%
0.01%
-60.0%
Q1 2021$66,000
+4.8%
4,805
+266.5%
0.02%
-4.8%
Q4 2020$63,000
+14.5%
1,311
+0.3%
0.02%
+5.0%
Q3 2020$55,000
+3.8%
1,3070.0%0.02%0.0%
Q2 2020$53,000
+15.2%
1,307
+0.5%
0.02%
-4.8%
Q1 2020$46,000
-24.6%
1,3000.0%0.02%
-19.2%
Q4 2019$61,0001,3000.03%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
METLIFE INC 12,206$553,8105.80%
Checchi Capital Advisers, LLC 393,821$17,836,1581.85%
Providence First Trust Co 56,648$2,565,5881.51%
One Wealth Advisors, LLC 134,786$6,104,4581.39%
Willis Johnson & Associates, Inc. 220,122$9,969,3401.30%
LaSalle St. Investment Advisors, LLC 56,607$2,5631.21%
Stelac Advisory Services LLC 58,706$2,658,7951.20%
Palisades Hudson Asset Management, L.P. 42,360$1,9181.06%
ShoreHaven Wealth Partners, LLC 33,037$1,496,2461.06%
Karpus Management, Inc. 643,653$29,151,0350.98%
View complete list of ISHARES TR shareholders