Sugarloaf Wealth Management, LLC - ISHARES INC ownership

ISHARES INC's ticker is ACWV and the CUSIP is 464286525. A total of 300 filers reported holding ISHARES INC in Q4 2020. The put-call ratio across all filers is 0.00 and the average weighting 0.8%.

Quarter-by-quarter ownership
Sugarloaf Wealth Management, LLC ownership history of ISHARES INC
ValueSharesWeighting
Q3 2023$134,550
-2.7%
1,4100.0%0.03%
+6.2%
Q2 2023$138,265
-19.2%
1,410
-20.2%
0.03%
-23.8%
Q1 2023$171,039
+1.8%
1,767
-0.1%
0.04%0.0%
Q4 2022$167,981
-10.2%
1,768
-16.1%
0.04%
-12.5%
Q3 2022$187,000
+12.0%
2,107
+19.4%
0.05%
+14.3%
Q2 2022$167,000
-9.2%
1,764
+0.2%
0.04%
-4.5%
Q1 2022$184,000
-3.7%
1,7600.0%0.04%
-2.2%
Q4 2021$191,000
+6.1%
1,760
+0.2%
0.04%
-4.3%
Q3 2021$180,000
-0.6%
1,7570.0%0.05%
-4.1%
Q2 2021$181,000
-14.2%
1,757
+30.4%
0.05%
-22.2%
Q1 2021$211,000
-15.9%
1,347
-48.1%
0.06%
-25.0%
Q4 2020$251,000
-7.4%
2,595
-12.0%
0.08%
-15.2%
Q3 2020$271,000
-3.9%
2,949
-8.4%
0.10%
-8.3%
Q2 2020$282,000
-31.9%
3,218
-37.6%
0.11%
-41.6%
Q1 2020$414,000
-49.0%
5,154
-39.2%
0.18%
-46.4%
Q4 2019$812,0008,4770.34%
Other shareholders
ISHARES INC shareholders Q4 2020
NameSharesValueWeighting ↓
RGT Wealth Advisors, LLC 1,957,106$205,144,00032.62%
ASPIRIANT, LLC 2,764,902$289,822,00015.94%
SEARCY FINANCIAL SERVICES INC /ADV 226,186$23,709,00013.91%
Lenox Wealth Advisors, LLC 982,560$105,134,00013.18%
KilterHowling LLC 74,441$7,802,9467.95%
Financial Connections Group, Inc. 73,966$7,753,0007.80%
STRINGER ASSET MANAGEMENT, LLC 33,643$3,526,0006.04%
Arcus Capital Partners, LLC 146,723$15,379,0005.46%
Bryant Woods Investment Advisors, LLC 60,886$6,382,0005.15%
Legacy Capital Wealth Partners, LLC 110,875$11,622,0004.99%
View complete list of ISHARES INC shareholders