Sugarloaf Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 499 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
Sugarloaf Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$22,900
-2.1%
1,0000.0%0.01%
-16.7%
Q1 2023$23,380
+2.9%
1,0000.0%0.01%0.0%
Q4 2022$22,720
-1.2%
1,0000.0%0.01%0.0%
Q3 2022$23,000
-4.2%
1,0000.0%0.01%0.0%
Q2 2022$24,000
-4.0%
1,0000.0%0.01%0.0%
Q1 2022$25,000
-7.4%
1,0000.0%0.01%0.0%
Q4 2021$27,0000.0%1,0000.0%0.01%
-14.3%
Q3 2021$27,000
-38.6%
1,000
-39.1%
0.01%
-41.7%
Q2 2021$44,000
+2.3%
1,642
+72.5%
0.01%
-7.7%
Q1 2021$43,000
-82.7%
952
-89.5%
0.01%
-84.3%
Q4 2020$248,000
+7.4%
9,104
+10.3%
0.08%
-1.2%
Q3 2020$231,000
-55.7%
8,255
-55.7%
0.08%
-58.0%
Q2 2020$522,000
+101.5%
18,655
+101.9%
0.20%
+72.4%
Q1 2020$259,000
+26.3%
9,239
+17.0%
0.12%
+33.3%
Q4 2019$205,0007,8960.09%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Jordan Park Group LLC 12,636,019$337,129,00024.16%
ERTS Wealth Advisors, LLC 2,159,629$57,589,00013.74%
3EDGE Asset Management, LP 4,982,534$132,934,00011.38%
PRUDENT INVESTORS NETWORK, INC. 854,098$22,787,00010.74%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 5,808,127$154,961,0009.95%
Antonetti Capital Management LLC 460,574$12,288,0009.62%
CLIENT 1ST ADVISORY GROUP, LLC 705,809$18,831,0009.19%
Avondale Wealth Management 304,591$8,126,0008.22%
Tri-Star Advisors Inc. 730,929$19,074,0008.00%
ACCESS FINANCIAL SERVICES, INC. 644,349$17,191,0007.73%
View complete list of ISHARES TR shareholders