Sugarloaf Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is SUB and the CUSIP is 464288158. A total of 422 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Sugarloaf Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$48,0000.0%4590.0%0.01%0.0%
Q2 2022$48,0000.0%4590.0%0.01%
+9.1%
Q1 2022$48,000
-2.0%
4590.0%0.01%
-8.3%
Q4 2021$49,0000.0%4590.0%0.01%
-7.7%
Q3 2021$49,0000.0%4590.0%0.01%0.0%
Q2 2021$49,0000.0%459
+1539.3%
0.01%
-13.3%
Q1 2021$49,000
-69.6%
28
-98.1%
0.02%
-72.2%
Q4 2020$161,0000.0%1,486
+109.6%
0.05%
-8.5%
Q3 2020$161,000
+6.6%
709
-50.0%
0.06%
+1.7%
Q2 2020$151,0000.0%1,4180.0%0.06%
-14.7%
Q1 2020$151,000
+98.7%
1,418
+100.0%
0.07%
+112.5%
Q4 2019$76,0007090.03%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
Heritage Investment Group, Inc. 536,675$55,959,00017.74%
Horiko Capital Management LLC 194,961$20,328,58315.69%
DGS Capital Management, LLC 197,076$20,549,11313.44%
Windham Capital Management, LLC 326,499$34,044,03613.08%
Manhattan West Asset Management, LLC 245,167$25,563,56313.05%
WIT, LLC 3,819$398,162,90810.92%
Financial Council, LLC 156,358$16,303,44910.21%
Cardinal Strategic Wealth Guidance 194,942$20,326,6029.77%
Williams Financial, LLC 82,511$8,603,3927.47%
ANGELES WEALTH MANAGEMENT, LLC 363,970$37,951,1526.64%
View complete list of ISHARES TR shareholders