Sugarloaf Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDNA and the CUSIP is 46435U192. A total of 72 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.0%.

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 Q2 2022
NameSharesValueWeighting ↓
RETIREMENT CAPITAL STRATEGIES 79,806$3,496,0001.28%
STRATEGIC WEALTH MANAGEMENT INC 43,546$1,908,0000.94%
Sharkey, Howes & Javer 62,112$2,721,0000.62%
Congress Park Capital LLC 17,437$764,0000.38%
Wharton Business Group, LLC 138,135$6,052,0000.37%
Wolf Group Capital Advisors 50,415$2,209,0000.36%
TCG Advisory Services, LLC 35,319$1,547,0000.36%
Wealthcare Advisory Partners LLC 130,907$5,735,0000.34%
WILLNER & HELLER, LLC 4,132$210,0000.28%
S.C. Financial Services, Inc. 5,947$225,0000.26%
View complete list of ISHARES TR shareholders