Sugarloaf Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is EWZS and the CUSIP is 464289131. A total of 28 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Sugarloaf Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$1,167
-41.6%
1000.0%0.00%
-100.0%
Q3 2022$2,000
+100.0%
1000.0%0.00%
Q2 2022$1,000
-50.0%
1000.0%0.00%
Q1 2022$2,000
+100.0%
1000.0%0.00%
Q4 2021$1,000
-50.0%
1000.0%0.00%
-100.0%
Q3 2021$2,0000.0%1000.0%0.00%0.0%
Q2 2021$2,0000.0%100
-81.9%
0.00%0.0%
Q1 2021$2,0000.0%553
+453.0%
0.00%0.0%
Q4 2020$2,000
+100.0%
1000.0%0.00%
Q3 2020$1,0000.0%1000.0%0.00%
Q2 2020$1,0000.0%1000.0%0.00%
Q1 2020$1,000
-50.0%
1000.0%0.00%
-100.0%
Q4 2019$2,0001000.00%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
GLOBEFLEX CAPITAL L P 452,106$7,514,0001.60%
RPg Family Wealth Advisory, LLC 20,429$340,261,0000.16%
CreativeOne Wealth, LLC 85,584$1,422,0000.12%
INSIGHT 2811, INC. 12,000$199,0000.12%
Cardan Capital Partners, LLC 42,150$701,0000.09%
Cedar Brook Financial Partners, LLC 12,383$206,0000.07%
SILVERCREST ASSET MANAGEMENT GROUP LLC 518,000$8,609,0000.06%
Capital Investment Advisory Services, LLC 1,405$23,0000.00%
C M BIDWELL & ASSOCIATES LTD 76$1,0000.00%
Sugarloaf Wealth Management, LLC 100$2,0000.00%
View complete list of ISHARES TR shareholders