Sugarloaf Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 445 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.24 and the average weighting 1.0%.

Quarter-by-quarter ownership
Sugarloaf Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$80,542
-3.7%
8720.0%0.02%0.0%
Q2 2023$83,655
-40.6%
872
-43.6%
0.02%
-42.9%
Q1 2023$140,854
+7.4%
1,5450.0%0.04%
+6.1%
Q4 2022$131,151
+9.3%
1,545
+0.3%
0.03%
+6.5%
Q3 2022$120,000
-7.0%
1,5410.0%0.03%
-3.1%
Q2 2022$129,000
-16.8%
1,541
-1.0%
0.03%
-13.5%
Q1 2022$155,000
-6.1%
1,5570.0%0.04%
-5.1%
Q4 2021$165,0000.0%1,557
-5.7%
0.04%
-9.3%
Q3 2021$165,000
-1.2%
1,6510.0%0.04%
-6.5%
Q2 2021$167,000
-23.4%
1,651
+28.0%
0.05%
-29.2%
Q1 2021$218,000
-42.5%
1,290
-58.0%
0.06%
-48.8%
Q4 2020$379,000
+30.7%
3,072
-15.3%
0.13%
+19.8%
Q3 2020$290,000
-3.0%
3,626
-10.5%
0.11%
-7.8%
Q2 2020$299,000
-45.3%
4,053
-53.6%
0.12%
-53.1%
Q1 2020$547,000
-54.8%
8,739
-42.7%
0.24%
-52.3%
Q4 2019$1,209,00015,2580.51%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
Summit Rock Advisors, LP 369,001$21,808,00048.30%
ICONIQ Capital, LLC 2,257,788$133,435,00027.22%
BRANDYWINE MANAGERS, LLC 1,860,400$109,950,00024.60%
Sageworth Trust Co 1,773,773$104,830,00023.96%
Perella Weinberg Partners Capital Management LP 841,932$49,758,00014.48%
Parasol Investment Management, LLC 133,974$7,918,0008.24%
Cornerstone Advisors, Inc. 161,171$9,525,0008.03%
Gramercy Funds Management LLC 380,000$22,458,0007.80%
St. Louis Trust Co 249,107$14,722,0007.06%
SteelBridge Private Wealth Advisors LLC 27,920$1,650,0004.79%
View complete list of ISHARES TR shareholders