Sugarloaf Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDNA and the CUSIP is 46435U192. A total of 63 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
Q4 2022$5,361
-40.4%
213
-31.5%
0.00%
-50.0%
Q3 2022$9,0000.0%3110.0%0.00%0.0%
Q2 2022$9,000
-18.2%
3110.0%0.00%
-33.3%
Q1 2022$11,000
-21.4%
3110.0%0.00%0.0%
Q4 2021$14,000
-12.5%
3110.0%0.00%
-25.0%
Q3 2021$16,0000.0%3110.0%0.00%0.0%
Q2 2021$16,000
+14.3%
311
-87.1%
0.00%0.0%
Q1 2021$14,000
-56.2%
2,419
+222.5%
0.00%
-63.6%
Q4 2020$32,000
+113.3%
750
+100.0%
0.01%
+120.0%
Q3 2020$15,000
+7.1%
3750.0%0.01%0.0%
Q2 2020$14,0003750.01%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
CORA CAPITAL ADVISORS LLC 36,793$748,7380.50%
Wharton Business Group, LLC 283,364$5,7660.32%
Lodestone Wealth Management LLC 10,072$255,8400.18%
Laidlaw Wealth Management LLC 23,987$488,1350.16%
Wolf Group Capital Advisors 14,829$301,7700.14%
TCG Advisory Services, LLC 21,429$436,0870.07%
Consolidated Portfolio Review Corp 10,790$219,5700.05%
Visionary Wealth Advisors 26,173$532,6180.04%
Pallas Capital Advisors LLC 30,248$536,2970.03%
RiverFront Investment Group, LLC 41,046$8350.03%
View complete list of ISHARES TR shareholders