Sugarloaf Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is ITB and the CUSIP is 464288752. A total of 297 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 4.87 and the average weighting 0.2%.

Quarter-by-quarter ownership
Sugarloaf Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$8,251
-8.1%
1050.0%0.00%0.0%
Q2 2023$8,981
+21.7%
105
+1.0%
0.00%0.0%
Q1 2023$7,379
+16.2%
104
-1.0%
0.00%0.0%
Q4 2022$6,349
+5.8%
1050.0%0.00%0.0%
Q3 2022$6,000
+20.0%
1050.0%0.00%
+100.0%
Q2 2022$5,000
-16.7%
105
+1.0%
0.00%0.0%
Q1 2022$6,000
-33.3%
1040.0%0.00%
-50.0%
Q4 2021$9,000
+28.6%
1040.0%0.00%0.0%
Q3 2021$7,0000.0%1040.0%0.00%0.0%
Q2 2021$7,0000.0%104
-98.5%
0.00%0.0%
Q1 2021$7,000
-68.2%
6,887
+1679.6%
0.00%
-71.4%
Q4 2020$22,0000.0%387
+0.3%
0.01%
-12.5%
Q3 2020$22,000
+29.4%
3860.0%0.01%
+14.3%
Q2 2020$17,000
-5.6%
386
-39.6%
0.01%
-12.5%
Q1 2020$18,000
-35.7%
639
+0.3%
0.01%
-33.3%
Q4 2019$28,0006370.01%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 238,548$18,723,6336.20%
COTTONWOOD CAPITAL ADVISORS, LLC 46,596$3,657,3533.42%
Riggs Asset Managment Co. Inc. 115,538$9,068,5783.23%
FOCUS Wealth Advisors, LLC 53,284$4,182,2612.90%
Kirkoswald Asset Management LLC 20,000$100,0002.64%
Portfolio Strategies, Inc. 174,103$13,665,0432.63%
Capital Asset Advisory Services LLC 451,624$35,691,8182.44%
SPC Financial, Inc. 238,572$18,725,5162.10%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 29,870$2,385,1682.06%
Eldridge Investment Advisors, Inc. 69,984$5,4931.82%
View complete list of ISHARES TR shareholders