Sugarloaf Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 386 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
Sugarloaf Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$7,018
-4.2%
1170.0%0.00%0.0%
Q2 2023$7,326
+2.7%
117
+1.7%
0.00%0.0%
Q1 2023$7,135
+7.0%
1150.0%0.00%0.0%
Q4 2022$6,666
+11.1%
1150.0%0.00%0.0%
Q3 2022$6,000
-14.3%
1150.0%0.00%0.0%
Q2 2022$7,0000.0%115
+2.7%
0.00%0.0%
Q1 2022$7,000
-12.5%
112
-0.9%
0.00%0.0%
Q4 2021$8,0000.0%113
+1.8%
0.00%0.0%
Q3 2021$8,0000.0%1110.0%0.00%0.0%
Q2 2021$8,0000.0%111
+1.8%
0.00%0.0%
Q1 2021$8,000
+14.3%
1090.0%0.00%0.0%
Q4 2020$7,000
+16.7%
109
+0.9%
0.00%0.0%
Q3 2020$6,0000.0%1080.0%0.00%0.0%
Q2 2020$6,000
+20.0%
108
+0.9%
0.00%0.0%
Q1 2020$5,000
-28.6%
1070.0%0.00%
-33.3%
Q4 2019$7,0001070.00%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
New England Professional Planning Group Inc. 611,274$43,237,00026.36%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 8,933,000$633,708,00023.32%
Acorns Advisers, LLC 19,472,655$1,381,390,00022.50%
KEMPER Corp 1,213,087$86,056,00018.32%
AlphaCore Capital LLC 590,975$41,924,00018.28%
Brightworth 2,776,970$196,998,00018.04%
Newman & Schimel, LLC 447,655$31,757,00018.01%
AMICA MUTUAL INSURANCE CO 2,929,645$207,829,00017.57%
Hardy Reed LLC 1,286,093$91,235,00015.02%
AAF Wealth Management, LLC 265,806$18,860,00013.64%
View complete list of ISHARES TR shareholders