Sugarloaf Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IEV and the CUSIP is 464287861. A total of 212 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.05 and the average weighting 0.2%.

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 Q2 2023
NameSharesValueWeighting ↓
EFG Asset Management (Americas) Corp. 349,736$14,889,0009.69%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 137,334$5,841,0004.09%
Lattice Strategies LLC 167,706$7,133,0003.96%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 319,189$13,575,0003.73%
Round Table Services, LLC 102,635$4,365,0003.44%
Stelac Advisory Services LLC 230,992$9,824,0002.88%
Ruggie Capital Group 57,453$2,443,0002.24%
DT Investment Partners, LLC 163,494$6,953,0002.18%
Palisades Hudson Asset Management, L.P. 50,063$2,129,0001.67%
Callan Capital, LLC 164,856$7,011,0001.59%
View complete list of ISHARES TR shareholders