Sugarloaf Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is QLTA and the CUSIP is 46429B291. A total of 116 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Sugarloaf Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,088,895
-8.7%
46,338
-4.5%
0.53%
-1.5%
Q2 2023$2,288,507
+68.1%
48,506
+70.4%
0.54%
+60.0%
Q1 2023$1,361,75128,4640.34%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Pacific Wealth Management 467,634$22,371,63114.37%
Compass Ion Advisors, LLC 680,012$32,531,7678.21%
STERLING INVESTMENT ADVISORS LLC /ADV 144,155$6,896,3904.46%
Stratos Investment Management, LLC 385,923$18,462,6013.11%
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 161,694$7,735,4312.07%
ShoreHaven Wealth Partners, LLC 57,993$2,774,3851.95%
LFA - Lugano Financial Advisors SA 48,090$2,300,6261.74%
SeaBridge Investment Advisors LLC 77,607$3,712,7191.30%
COLTON GROOME FINANCIAL ADVISORS, LLC 53,982$2,582,4991.23%
VALICENTI ADVISORY SERVICES INC 70,231$3,3601.12%
View complete list of ISHARES TR shareholders