Sugarloaf Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is REM and the CUSIP is 46435G342. A total of 127 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 1.77 and the average weighting 0.1%.

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 Q2 2022
NameSharesValueWeighting ↓
Advocacy Wealth Management Services, LLC 460,547$21,572,0008.63%
Flaharty Asset Management, LLC 179,097$8,410,0004.32%
INTERACTIVE FINANCIAL ADVISORS, INC. 144,134$6,751,0003.08%
CEDAR HILL ASSOCIATES, LLC 342,656$16,050,0002.77%
Parkside Investments, LLC 99,961$4,682,0002.70%
S. R. Schill & Associates 59,585$2,791,0001.67%
ALETHEA CAPITAL MANAGEMENT, LLC 29,110$1,364,0001.60%
First Capital Advisors Group, LLC. 49,662$2,326,0001.60%
Gainplan LLC 52,839$2,475,0001.28%
Ausdal Financial Partners, Inc. 60,314$2,825,0001.12%
View complete list of ISHARES TR shareholders