Sugarloaf Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IEO and the CUSIP is 464288851. A total of 77 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.01 and the average weighting 0.1%.

Quarter-by-quarter ownership
Sugarloaf Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2020$20,000
-20.0%
7500.0%0.01%
-30.0%
Q2 2020$25,000
+47.1%
7500.0%0.01%
+25.0%
Q1 2020$17,0007500.01%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
MARTIN & CO INC /TN/ 50,640$2,808,0000.94%
Ledyard National Bank 42,990$2,384,0000.46%
Alerus Investment Advisors Corp 27,279$1,513,0000.27%
Carlton Hofferkamp & Jenks Wealth Management, LLC 4,510$250,0000.24%
RAY GERALD L & ASSOCIATES LTD 25,236$1,400,0000.23%
East Coast Asset Management, LLC. 6,312$350,0000.22%
Ameritas Investment Partners, Inc. 54,200$3,005,0000.22%
Sandy Spring Bank 30,069$1,667,0000.20%
GREYSTONE INVESTMENT MANAGEMENT LLC 5,430$301,0000.12%
MAI Capital Management 29,047$1,611,0000.12%
View complete list of ISHARES TR shareholders