Sugarloaf Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 567 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.9%.

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 Q3 2023
NameSharesValueWeighting ↓
ALTFEST L J & CO INC 595,832$63,087,00012.04%
3EDGE Asset Management, LP 1,231,827$130,426,00011.17%
Wilshire Advisors LLC 244,483$25,887,0009.92%
SCHRODERS IS Ltd 277,800$29,413,0008.31%
KEATING INVESTMENT COUNSELORS INC 166,079$17,584,0007.78%
Deane Retirement Strategies, Inc. 133,538$14,138,0007.46%
First Command Bank 409,117$43,215,0007.42%
LWS Wealth Advisors, Inc. 170,867$18,091,0007.40%
Austin Asset Management Co Inc 220,374$23,333,0007.28%
KEYSTONE WEALTH PARTNERS 145,607$15,417,0006.81%
View complete list of ISHARES TR shareholders