Sugarloaf Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 278 filers reported holding ISHARES TR in Q1 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$34,587
-4.0%
7000.0%0.01%
+12.5%
Q2 2023$36,015
+2.8%
7000.0%0.01%
-11.1%
Q1 2023$35,021
+2.7%
700
-3.2%
0.01%0.0%
Q4 2022$34,097
-5.3%
723
-7.7%
0.01%0.0%
Q3 2022$36,000
+2.9%
783
+8.3%
0.01%0.0%
Q2 2022$35,000
-10.3%
7230.0%0.01%0.0%
Q1 2022$39,000
-4.9%
7230.0%0.01%
-10.0%
Q4 2021$41,000
+2.5%
7230.0%0.01%
-9.1%
Q3 2021$40,0000.0%7230.0%0.01%0.0%
Q2 2021$40,000
-31.0%
723
+2090.9%
0.01%
-35.3%
Q1 2021$58,000
+1.8%
33
-97.0%
0.02%
-10.5%
Q4 2020$57,000
+7.5%
1,090
+0.2%
0.02%0.0%
Q3 2020$53,000
+6.0%
1,0880.0%0.02%0.0%
Q2 2020$50,000
+11.1%
1,0880.0%0.02%
-5.0%
Q1 2020$45,000
-13.5%
1,0880.0%0.02%
-9.1%
Q4 2019$52,0001,0880.02%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Strategic Wealth Partners Group, LLC 808,279$42,192,0008.95%
ARQ WEALTH ADVISORS, LLC 179,238$9,356,0005.88%
Fort Henry Capital, LLC 74,374$3,882,0003.88%
Weaver Consulting Group 92,847$4,847,0003.02%
NORTHWEST WEALTH MANAGEMENT, LLC 62,337$3,254,0002.25%
Madrona Financial Services, LLC 72,394$3,779,0002.11%
MARINO, STRAM & ASSOCIATES LLC 76,620$4,000,0001.78%
Strategic Family Wealth Counselors, L.L.C. 50,870$2,655,0001.37%
Professional Financial Advisors, LLC 28,065$1,465,0001.16%
PATTON ALBERTSON MILLER GROUP, LLC 84,467$4,557,0001.08%
View complete list of ISHARES TR shareholders