Sugarloaf Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 711 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.17 and the average weighting 0.3%.

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 Q2 2023
NameSharesValueWeighting ↓
Portfolio Solutions, LLC 857,041$119,831,00016.58%
Noven Financial Group, Inc. 124,603$17,422,00011.11%
Palisades Hudson Asset Management, L.P. 117,331$16,405,0009.60%
Probity Advisors, Inc. 148,405$20,750,0007.83%
SONATA CAPITAL GROUP INC 61,979$8,666,0006.46%
HOME FEDERAL BANK OF TENNESSEE 77,836$10,883,0005.82%
NorthRock Partners, LLC 85,667$11,965,0005.01%
PHILLIPS FINANCIAL MANAGEMENT, LLC 138,297$19,814,0004.53%
Wolf Group Capital Advisors 39,414$5,511,0004.24%
Leicht Financial Planning & Wealth Management, Inc. 33,751$4,694,0004.04%
View complete list of ISHARES TR shareholders