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 Q1 2021. 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 Q1 2021
NameSharesValueWeighting ↓
Shoker Investment Counsel, Inc. 37,347$533,0000.49%
SILVERCREST ASSET MANAGEMENT GROUP LLC 441,000$6,297,0000.09%
WFG Advisors, LP 2,000$29,0000.01%
DEUTSCHE BANK AG\ 60,000$856,0000.00%
CITIGROUP INC 42,405$606,0000.00%
WELLS FARGO & COMPANY/MN 1$00.00%
ROYAL BANK OF CANADA 22,878$328,0000.00%
B. Riley Wealth Advisors, Inc. 200$3,0000.00%
MORGAN STANLEY 66,669$952,0000.00%
Tower Research Capital LLC (TRC) 28$00.00%
View complete list of ISHARES TR shareholders