Sugarloaf Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSC and the CUSIP is 46435G193. A total of 197 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Sugarloaf Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$141,962
-48.8%
6,524
-46.5%
0.04%
-44.6%
Q2 2023$277,269
-1.2%
12,1930.0%0.06%
-5.8%
Q1 2023$280,622
+260.3%
12,193
+249.1%
0.07%
+245.0%
Q4 2022$77,885
+1.1%
3,4930.0%0.02%0.0%
Q3 2022$77,000
-73.6%
3,493
-72.3%
0.02%
-72.6%
Q2 2022$292,000
-7.9%
12,6090.0%0.07%
-2.7%
Q1 2022$317,000
-7.8%
12,6090.0%0.08%
-8.5%
Q4 2021$344,000
-0.9%
12,6090.0%0.08%
-9.9%
Q3 2021$347,000
-0.9%
12,6090.0%0.09%
-4.2%
Q2 2021$350,000
+33.6%
12,609
+1956.9%
0.10%
+21.8%
Q1 2021$262,000
-4.7%
613
-93.7%
0.08%
-15.2%
Q4 2020$275,0009,7160.09%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
First Pacific Financial 233,306$6,416,0003.40%
Prostatis Group LLC 173,576$4,773,2882.85%
C-J Advisory, Inc. 53,847$1,480,0000.78%
PECAUT & CO. 43,515$1,197,0000.71%
First Affirmative Financial Network 19,317$531,0000.55%
Harborview Advisors, LLC 26,572$731,0000.41%
KESTRA PRIVATE WEALTH SERVICES, LLC 233,424$6,419,0000.36%
Bigelow Investment Advisors, LLC 23,572$648,0000.32%
DOHJ, LLC 21,561$595,0000.28%
Lokken Investment Group LLC 12,642$348,0000.28%
View complete list of ISHARES TR shareholders