Sugarloaf Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSC and the CUSIP is 46435G193. A total of 121 filers reported holding ISHARES TR in Q4 2020. 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 Q4 2020
NameSharesValueWeighting ↓
IMPACTfolio, LLC 285,071$7,164,0005.33%
Long Run Wealth Advisors, LLC 109,325$2,744,0000.96%
Fingerlakes Wealth Management, Inc. 27,356$687,0000.80%
Level Financial Advisors 40,879$1,027,0000.79%
PECAUT & CO. 39,429$991,0000.48%
First Affirmative Financial Network 17,489$439,0000.42%
CWM, LLC 2,141,022$53,804,0000.38%
Bigelow Investment Advisors, LLC 27,372$688,0000.32%
One Wealth Advisors, LLC 51,851$1,303,0000.32%
KESTRA PRIVATE WEALTH SERVICES, LLC 240,739$6,050,0000.30%
View complete list of ISHARES TR shareholders