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 110 filers reported holding ISHARES U S ETF TR in Q4 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 Q4 2022
NameSharesValueWeighting ↓
Rockwood Wealth Management, LLC 687,536$34,246,1575.75%
Resonant Capital Advisors, LLC 573,614$28,571,7133.05%
Smart Money Group LLC 108,711$5,414,8952.57%
Obsidian Personal Planning Solutions LLC 54,029$2,691,1842.30%
Ullmann Wealth Partners Group, LLC 220,575$10,986,8472.05%
KM Capital Management Ltd. 54,962$2,737,6571.87%
Kathmere Capital Management, LLC 210,849$10,502,3891.56%
Elmwood Wealth Management, Inc. 61,835$3,080,0021.49%
Foster Group, Inc. 459,153$22,870,4241.40%
Syverson Strege & Co 54,036$2,691,5491.20%
View complete list of ISHARES U S ETF TR shareholders