Sugarloaf Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 468 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.60 and the average weighting 0.4%.

Quarter-by-quarter ownership
Sugarloaf Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5,104
-6.2%
570.0%0.00%0.0%
Q2 2023$5,440
+2.0%
57
+1.8%
0.00%0.0%
Q1 2023$5,332
+2.9%
56
-1.8%
0.00%0.0%
Q4 2022$5,183
+3.7%
57
+11.8%
0.00%0.0%
Q3 2022$5,000
+25.0%
510.0%0.00%0.0%
Q2 2022$4,000
-20.0%
51
+2.0%
0.00%0.0%
Q1 2022$5,0000.0%50
-2.0%
0.00%0.0%
Q4 2021$5,0000.0%51
+2.0%
0.00%0.0%
Q3 2021$5,0000.0%500.0%0.00%0.0%
Q2 2021$5,0000.0%50
+4900.0%
0.00%0.0%
Q1 2021$5,000
+25.0%
1
-98.0%
0.00%0.0%
Q4 2020$4,000
+33.3%
49
+96.0%
0.00%0.0%
Q3 2020$3,000
-40.0%
25
-44.4%
0.00%
-50.0%
Q2 2020$5,000
+25.0%
45
+2.3%
0.00%0.0%
Q1 2020$4,000
-42.9%
440.0%0.00%
-33.3%
Q4 2019$7,000440.00%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
RGT Wealth Advisors, LLC 849,049$89,515,00016.08%
Portfolio Solutions, LLC 1,318,891$134,197,00015.64%
Johnson Midwest Financial, LLC 150,019$15,816,00015.56%
Palisades Hudson Asset Management, L.P. 308,210$32,495,00014.51%
PIERSHALE FINANCIAL GROUP, INC. 289,788$30,552,00012.03%
Barber Financial Group, Inc. 532,750$56,168,0007.64%
Probity Advisors, Inc. 277,937$29,303,0006.17%
Camarda Financial Advisors, LLC 89,480$9,434,0005.83%
SAX WEALTH ADVISORS, LLC 156,044$16,452,0005.64%
Sterling Financial Planning, Inc. 79,647$8,397,0005.45%
View complete list of ISHARES TR shareholders