Sugarloaf Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 334 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.96 and the average weighting 0.1%.

Quarter-by-quarter ownership
Sugarloaf Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$66
-63.3%
10.0%0.00%
Q1 2023$180
+2.9%
1
-50.0%
0.00%
Q4 2022$175
-82.5%
20.0%0.00%
Q3 2022$1,000
-94.4%
2
-98.9%
0.00%
-100.0%
Q2 2022$18,000
-10.0%
177
+0.6%
0.01%0.0%
Q1 2022$20,000
+11.1%
176
-0.6%
0.01%
+25.0%
Q4 2021$18,000
-37.9%
177
-36.1%
0.00%
-50.0%
Q3 2021$29,000
-54.0%
277
-52.2%
0.01%
-52.9%
Q2 2021$63,000
-35.1%
579
-27.6%
0.02%
-41.4%
Q1 2021$97,000
+2325.0%
800
+3100.0%
0.03%
+1350.0%
Q1 2020$4,000250.00%
Other shareholders
ISHARES TR shareholders Q2 2020
NameSharesValueWeighting ↓
360 Financial, Inc. 30,615$4,404,0004.62%
STRATEGIC WEALTH MANAGEMENT INC 22,582$3,248,0004.30%
Vishria Bird Financial Group, LLC 24,039$3,458,0003.62%
Bell Rock Capital LLC 15,303$2,201,0003.42%
Evolution Wealth Advisors, LLC 47,976$6,901,0002.79%
INTERACTIVE FINANCIAL ADVISORS, INC. 21,022$3,024,0002.67%
Spectrum Wealth Advisory Group, LLC 7,630$1,054,0002.28%
Gerber Kawasaki Wealth & Investment Management 42,350$6,092,0001.73%
Realta Investment Advisors 21,650$3,114,0001.34%
Black Swift Group, LLC 9,100$1,309,0001.30%
View complete list of ISHARES TR shareholders