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

ISHARES U S ETF TR's ticker is MEAR and the CUSIP is 46431W838. A total of 101 filers reported holding ISHARES U S ETF TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Sugarloaf Wealth Management, LLC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q3 2023$49,810
-0.2%
1,0000.0%0.01%
+8.3%
Q2 2023$49,890
-0.1%
1,0000.0%0.01%0.0%
Q1 2023$49,960
+0.5%
1,0000.0%0.01%0.0%
Q4 2022$49,720
-0.6%
1,0000.0%0.01%
-7.7%
Q3 2022$50,0000.0%1,0000.0%0.01%0.0%
Q2 2022$50,000
-10.7%
1,000
-11.6%
0.01%0.0%
Q1 2022$56,000
-1.8%
1,1310.0%0.01%
-7.1%
Q4 2021$57,0000.0%1,1310.0%0.01%
-6.7%
Q3 2021$57,0000.0%1,1310.0%0.02%
-6.2%
Q2 2021$57,0000.0%1,131
+0.1%
0.02%
-5.9%
Q1 2021$57,000
-82.9%
1,130
-83.0%
0.02%
-84.7%
Q4 2020$333,000
-60.1%
6,634
-60.1%
0.11%
-63.5%
Q3 2020$835,000
+827.8%
16,634
+828.8%
0.30%
+768.6%
Q2 2020$90,000
+80.0%
1,791
+79.1%
0.04%
+59.1%
Q1 2020$50,0000.0%1,0000.0%0.02%
+4.8%
Q4 2019$50,0001,0000.02%
Other shareholders
ISHARES U S ETF TR shareholders Q4 2020
NameSharesValueWeighting ↓
Requisite Capital Management, LLC 355,682$17,834,0006.85%
Pacific Edge Advisors, LLC 83,450$4,184,0002.74%
Elmwood Wealth Management, Inc. 27,835$1,396,0001.41%
Jackson Financial Management 25,000$1,254,0000.76%
Icon Wealth Partners, LLC 32,296$1,619,0000.55%
Riverpoint Wealth Management Holdings, LLC 15,772$791,0000.35%
Windsor Capital Management, LLC 12,983$651,0000.29%
ACCURATE INVESTMENT SOLUTIONS, INC. 7,000$351,0000.26%
Snowden Capital Advisors LLC 34,095$1,709,5220.16%
Financial Partners Group, Inc 7,076$355,0000.16%
View complete list of ISHARES U S ETF TR shareholders