Sugarloaf Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 267 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Sugarloaf Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,165,608
+25.5%
12,026
+26.4%
0.30%
+35.9%
Q2 2023$928,758
-45.0%
9,516
-44.0%
0.22%
-47.7%
Q1 2023$1,687,231
+4173.1%
17,003
+4077.6%
0.42%
+4050.0%
Q4 2022$39,485
-1.3%
4070.0%0.01%0.0%
Q3 2022$40,000
-2.4%
407
+0.5%
0.01%0.0%
Q2 2022$41,000
-2.4%
405
+0.7%
0.01%0.0%
Q1 2022$42,000
-19.2%
402
-18.1%
0.01%
-16.7%
Q4 2021$52,0000.0%491
+0.2%
0.01%
-14.3%
Q3 2021$52,000
-25.7%
490
-26.1%
0.01%
-26.3%
Q2 2021$70,000
-30.0%
663
+513.9%
0.02%
-36.7%
Q1 2021$100,000
-25.4%
108
-91.6%
0.03%
-33.3%
Q4 2020$134,000
-17.3%
1,286
-17.3%
0.04%
-23.7%
Q3 2020$162,000
-65.8%
1,555
-66.4%
0.06%
-67.6%
Q2 2020$474,000
+17.6%
4,633
+14.8%
0.18%
+1.1%
Q1 2020$403,000
-49.3%
4,037
-48.9%
0.18%
-46.7%
Q4 2019$795,0007,8960.34%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
KEATING INVESTMENT COUNSELORS INC 664,927$64,896,91523.46%
Walker Financial Services, Inc. 199,873$19,507,58919.27%
GoalFusion Wealth Management, LLC 177,056$17,280,66612.73%
M. Kulyk & Associates, LLC 418,583$40,853,70711.41%
Wilshire Advisors LLC 203,424$19,854,18210.52%
TIEDEMANN ADVISORS, LLC 2,351,945$229,549,9839.76%
3EDGE Asset Management, LP 1,305,889$127,454,7189.60%
JEPPSON WEALTH MANAGEMENT, LLC 222,239$21,690,5269.44%
Echo45 Advisors LLC 111,820$10,913,6499.00%
Pinnacle Wealth Management Group, Inc. 96,202$9,389,3408.20%
View complete list of ISHARES TR shareholders