Sugarloaf Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 1,035 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 7.21 and the average weighting 0.5%.

Quarter-by-quarter ownership
Sugarloaf Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$42,391
-22.1%
1,406
-20.1%
0.01%
-15.4%
Q2 2023$54,446
-13.5%
1,760
-12.7%
0.01%
-13.3%
Q1 2023$62,919
+2.5%
2,015
+0.2%
0.02%0.0%
Q4 2022$61,409
-66.8%
2,011
-65.5%
0.02%
-68.1%
Q3 2022$185,000
+31.2%
5,830
+36.2%
0.05%
+34.3%
Q2 2022$141,000
-38.7%
4,280
-32.2%
0.04%
-35.2%
Q1 2022$230,000
-29.0%
6,314
-23.2%
0.05%
-29.9%
Q4 2021$324,000
+2.5%
8,225
+0.9%
0.08%
-7.2%
Q3 2021$316,000
+58.0%
8,152
+60.6%
0.08%
+50.9%
Q2 2021$200,000
+138.1%
5,076
+611.9%
0.06%
+120.0%
Q1 2021$84,000
+16.7%
713
-61.7%
0.02%
+4.2%
Q4 2020$72,000
+5.9%
1,8600.0%0.02%
-4.0%
Q3 2020$68,000
+6.2%
1,8600.0%0.02%0.0%
Q2 2020$64,000
+8.5%
1,8600.0%0.02%
-3.8%
Q1 2020$59,000
-49.6%
1,860
-40.2%
0.03%
-48.0%
Q4 2019$117,0003,1100.05%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
AOZORA BANK, LTD. 4,460,000$134,46946.73%
HARVEST VOLATILITY MANAGEMENT LLC 19,330$582,80019.33%
Edge Wealth Management LLC 1,511,573$45,573,93610.65%
Montis Financial, LLC 379,733$11,448,9377.67%
Sowa Financial Group, Inc. 287,082$8,6566.50%
Glaxis Capital Management, LLC 30,000$904,5005.77%
Spectrum Asset Management, Inc. 223,029$6,724,3425.74%
REDMONT WEALTH ADVISORS LLC 96,279$2,902,8125.10%
Insight Wealth Strategies, LLC 864,388$26,061,3055.03%
Moser Wealth Advisors, LLC 228,486$6,888,8574.84%
View complete list of ISHARES TR shareholders