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 2022. 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 2022
NameSharesValueWeighting ↓
GLOBEFLEX CAPITAL L P 546,697$7,298,4050.85%
RPg Family Wealth Advisory, LLC 45,332$605,1820.25%
Black Swift Group, LLC 30,490$407,0420.13%
Heartwood Wealth Advisors LLC 32,996$440,4970.06%
Strategic Financial Concepts, LLC 13,176$175,9060.06%
SILVERCREST ASSET MANAGEMENT GROUP LLC 518,000$6,915,3000.05%
Cedar Brook Financial Partners, LLC 12,383$165,3130.04%
Herr Investment Group LLC 25,000$333,7500.03%
KABOUTER MANAGEMENT, LLC 563$7,4030.01%
STIFEL FINANCIAL CORP 80,315$1,072,2100.00%
View complete list of ISHARES TR shareholders