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 103 filers reported holding ISHARES U S ETF TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

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 Q2 2022
NameSharesValueWeighting ↓
Syverson Strege & Co 88,259$4,392,0004.78%
Karn, Couzens & Associates, Inc. 75,055$3,735,0002.37%
Horizon Family Wealth, Inc. 29,984$1,492,0001.48%
Insight Inv LLC 30,950$1,540,0001.40%
Integrated Wealth Concepts LLC 697,705$34,718,0001.06%
4J Wealth Management LLC 23,880$1,188,0001.04%
Elmwood Wealth Management, Inc. 39,735$1,977,0001.01%
TOBIAS FINANCIAL ADVISORS, INC. 47,637$2,370,0000.82%
GRIES FINANCIAL LLC 25,630$1,275,0000.47%
Cross Staff Investments Inc 10,100$503,0000.47%
View complete list of ISHARES U S ETF TR shareholders