Sugarloaf Wealth Management, LLC - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 377 filers reported holding ISHARES U S ETF TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Sugarloaf Wealth Management, LLC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q3 2023$1,225,448
+0.3%
24,5630.0%0.31%
+8.4%
Q2 2023$1,221,272
+49.3%
24,563
+49.0%
0.29%
+42.3%
Q1 2023$817,854
-7.8%
16,489
-8.5%
0.20%
-9.9%
Q4 2022$887,451
-31.0%
18,012
+13.0%
0.22%
-32.2%
Q3 2022$1,286,000
+170.2%
15,945
+65.1%
0.33%
+176.5%
Q2 2022$476,000
+71.2%
9,655
+72.3%
0.12%
+80.3%
Q1 2022$278,000
-27.0%
5,605
-26.5%
0.07%
-26.7%
Q4 2021$381,000
-0.3%
7,626
+0.1%
0.09%
-10.0%
Q3 2021$382,000
+2.4%
7,618
+2.4%
0.10%
-2.0%
Q2 2021$373,000
-0.5%
7,439
-0.4%
0.10%
-8.9%
Q1 2021$375,000
-63.6%
7,466
-63.6%
0.11%
-67.4%
Q4 2020$1,029,000
+16.9%
20,514
+94.4%
0.34%
+7.2%
Q3 2020$880,000
-28.2%
10,553
-57.0%
0.32%
-31.8%
Q2 2020$1,226,000
+27.6%
24,519
+23.7%
0.47%
+9.5%
Q1 2020$961,000
+276.9%
19,819
+291.1%
0.43%
+298.1%
Q4 2019$255,0005,0670.11%
Other shareholders
ISHARES U S ETF TR shareholders Q4 2020
NameSharesValueWeighting ↓
Enstar Group LTD 915,711$45,740,00015.81%
Columbia Trust Co 01012016 491,545$24,646,00013.03%
B, B, H, & B INC. 176,170$8,800,0007.34%
Bramshill Investments, LLC 1,307,869$65,328,0006.40%
Navis Wealth Advisors, LLC 133,161$6,651,0005.60%
TRUSTCORE FINANCIAL SERVICES, LLC 956,434$47,774,0005.40%
MEMBERS CAPITAL ADVISORS INC 199,860$9,983,0005.12%
Clearwater Capital Advisors, LLC 895,327$44,722,0004.93%
Rosenberg Matthew Hamilton 234,786$11,728,0004.17%
UBP Investment Advisors SA 223,456$11,160,0004.06%
View complete list of ISHARES U S ETF TR shareholders