Sugarloaf Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is REM and the CUSIP is 46435G342. A total of 174 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 1.02 and the average weighting 0.2%.

Quarter-by-quarter ownership
Sugarloaf Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$3,000
-25.0%
118
+3.5%
0.00%0.0%
Q1 2022$4,0000.0%1140.0%0.00%0.0%
Q4 2021$4,0000.0%114
+2.7%
0.00%0.0%
Q3 2021$4,0000.0%111
+0.9%
0.00%0.0%
Q2 2021$4,0000.0%110
-100.0%
0.00%0.0%
Q1 2021$4,000
+33.3%
247,361
+233259.4%
0.00%0.0%
Q4 2020$3,0000.0%106
+1.9%
0.00%0.0%
Q3 2020$3,0000.0%104
+2.0%
0.00%0.0%
Q2 2020$3,0001020.00%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
FWL INVESTMENT MANAGEMENT, LLC 429,741$9,600,4146.44%
VisionPoint Advisory Group, LLC 392,512$8,768,7273.76%
Mid-American Wealth Advisory Group, Inc. 190,181$4,092,7053.30%
Barry Investment Advisors, LLC 130,246$2,982,7881.07%
Mount Lucas Management LP 107,355$2,398,3110.85%
MIRABELLA FINANCIAL SERVICES LLP 163,730$3,657,7280.51%
Continuum Advisory, LLC 138,420$3,092,3030.50%
Future Financial Wealth Managment LLC 13,350$298,2390.33%
Castleview Partners, LLC 15,457$345,3090.32%
Safeguard Investment Advisory Group, LLC 25,334$565,8720.25%
View complete list of ISHARES TR shareholders