Sugarloaf Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 387 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.11 and the average weighting 0.2%.

Quarter-by-quarter ownership
Sugarloaf Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$471,201
-3.5%
18,5510.0%0.12%
+4.4%
Q2 2023$488,454
-4.2%
18,5510.0%0.11%
-8.8%
Q1 2023$509,973
-1.7%
18,551
-2.9%
0.12%
-3.8%
Q4 2022$518,692
+18.4%
19,098
-1.6%
0.13%
+16.1%
Q3 2022$438,000
-16.9%
19,4170.0%0.11%
-15.2%
Q2 2022$527,000
-14.6%
19,4170.0%0.13%
-9.6%
Q1 2022$617,000
+2.0%
19,4170.0%0.15%
+2.1%
Q4 2021$605,000
+1.0%
19,417
-1.4%
0.14%
-9.5%
Q3 2021$599,000
-6.1%
19,6900.0%0.16%
-9.2%
Q2 2021$638,000
+3.1%
19,690
+1419.3%
0.17%
-5.9%
Q1 2021$619,000
+6.9%
1,296
-93.4%
0.18%
-4.6%
Q4 2020$579,000
+18.2%
19,661
+0.0%
0.19%
+8.4%
Q3 2020$490,000
-0.6%
19,653
+0.1%
0.18%
-5.3%
Q2 2020$493,000
+11.0%
19,640
+0.1%
0.19%
-5.0%
Q1 2020$444,000
-32.5%
19,628
+0.2%
0.20%
-28.9%
Q4 2019$658,00019,5920.28%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Eagle Bluffs Wealth Management LLC 348,672$9,033,4916.94%
FORTE ASSET MANAGEMENT LLC 335,587$8,694,5385.84%
COWA, LLC 305,044$7,749,5575.23%
Gunma Bank,Ltd. 246,000$6,2484.55%
Johnson & White Wealth Management, LLC 181,695$4,6154.17%
Fountainhead AM, LLC 470,482$11,950,2304.16%
Operose Advisors LLC 371,519$9,436,5783.74%
GDS Wealth Management 859,564$21,832,9263.43%
Kerntke Otto McGlone Wealth Management Group 127,836$3,247,0593.35%
Key Bridge Compliance, LLC 398,018$10,109,6453.16%
View complete list of ISHARES TR shareholders