Sugarloaf Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is EUSB and the CUSIP is 46436E619. A total of 140 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Sugarloaf Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$71,161
+1.6%
1,742
+5.9%
0.02%
+12.5%
Q2 2023$70,044
-1.5%
1,6450.0%0.02%
-5.9%
Q1 2023$71,113
-72.4%
1,645
-73.1%
0.02%
-73.8%
Q4 2022$257,589
+0.6%
6,1040.0%0.06%
-1.5%
Q3 2022$256,0006,1040.07%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
IMPACTfolio, LLC 330,485$14,072,05111.18%
One Wealth Advisors, LLC 181,931$7,746,6221.63%
Financial Connections Group, Inc. 50,498$2,1501.41%
Affinity Capital Advisors, LLC 87,928$3,743,9741.02%
Leonard Rickey Investment Advisors P.L.L.C. 46,253$1,969,4520.74%
VERITY Wealth Advisors 19,320$822,6460.74%
Horst & Graben Wealth Management LLC 56,411$2,402,0000.57%
First Ascent Asset Management, LLC 74,992$3,193,1770.42%
SigFig Wealth Management, LLC 225,922$9,597,1310.37%
Carr Financial Group Corp 21,640$921,4310.37%
View complete list of ISHARES TR shareholders