Sugarloaf Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 563 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.56 and the average weighting 0.5%.

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 Q4 2020
NameSharesValueWeighting ↓
Palisades Hudson Asset Management, L.P. 303,077$27,67415.26%
Forbes Financial Planning, Inc. 62,335$5,139,5197.48%
Probity Advisors, Inc. 295,447$26,977,2666.11%
ETFIDEA, LLC 127,349$11,628,2485.38%
Stone Asset Management Inc. 90,104$8,227,3665.11%
Sterling Financial Planning, Inc. 93,448$8,532,7315.09%
Pensionmark Financial Group, LLC 241,730$22,072,3815.06%
PETRA FINANCIAL ADVISORS INC 40,805$3,725,9054.10%
LTG Capital LLC 39,657$3,621,0793.90%
Ellis Investment Partners, LLC 135,624$12,383,7903.37%
View complete list of ISHARES TR shareholders