Sugarloaf Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 452 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Sugarloaf Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$118,001
+1.1%
1,067
+0.5%
0.03%0.0%
Q4 2022$116,680
+0.6%
1,062
+1.0%
0.03%
-3.3%
Q3 2022$116,000
+0.9%
1,052
+0.4%
0.03%
+3.4%
Q2 2022$115,0000.0%1,048
+0.1%
0.03%
+7.4%
Q1 2022$115,000
-0.9%
1,0470.0%0.03%
-3.6%
Q4 2021$116,0000.0%1,0470.0%0.03%
-9.7%
Q3 2021$116,0000.0%1,0470.0%0.03%
-3.1%
Q2 2021$116,0000.0%1,047
-61.5%
0.03%
-8.6%
Q1 2021$116,000
-8.7%
2,717
+136.9%
0.04%
-18.6%
Q4 2020$127,0000.0%1,147
+0.2%
0.04%
-6.5%
Q3 2020$127,0000.0%1,1450.0%0.05%
-6.1%
Q2 2020$127,0000.0%1,145
+0.3%
0.05%
-14.0%
Q1 2020$127,000
-75.2%
1,142
-75.4%
0.06%
-73.9%
Q4 2019$512,0004,6390.22%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Marks Wealth, LLC 71,534$7,904,50770.88%
ACUTE INVESTMENT ADVISORY, LLC 751,003$82,985,83454.36%
Gateway Advisory, LLC 1,698,780$187,71541.80%
LaSalle St. Investment Advisors, LLC 738,904$81,64836.07%
PEAVINE CAPITAL, LLC 1,227,795$135,671,35731.32%
Cornerstone Retirement Group, Inc. 846,569$93,545,91127.44%
Estate Counselors, LLC 1,187,945$131,267,92317.35%
AFFINIA FINANCIAL GROUP, LLC 201,113$22,198,74116.43%
Crane Advisory, LLC 432,798$47,703,02016.21%
Allred Capital Management, LLC 274,859$30,371,87616.09%
View complete list of ISHARES TR shareholders