Sugarloaf Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 219 filers reported holding ISHARES TR in Q1 2021. 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
Q2 2024$34,408
+0.5%
8000.0%0.01%0.0%
Q1 2024$34,224
+3.1%
8000.0%0.01%
-12.5%
Q4 2023$33,208
+6.6%
8000.0%0.01%0.0%
Q3 2023$31,144
-3.7%
8000.0%0.01%0.0%
Q2 2023$32,328
+1.4%
8000.0%0.01%0.0%
Q1 2023$31,888
+4.9%
8000.0%0.01%0.0%
Q4 2022$30,408
+1.4%
8000.0%0.01%0.0%
Q3 2022$30,000
-3.2%
8000.0%0.01%0.0%
Q2 2022$31,000
-8.8%
8000.0%0.01%0.0%
Q1 2022$34,000
-5.6%
8000.0%0.01%
-11.1%
Q4 2021$36,0000.0%8000.0%0.01%0.0%
Q3 2021$36,0000.0%8000.0%0.01%
-10.0%
Q2 2021$36,000
+2.9%
800
-95.9%
0.01%0.0%
Q1 2021$35,0000.0%19,676
+2359.5%
0.01%
-16.7%
Q4 2020$35,000
+6.1%
8000.0%0.01%0.0%
Q3 2020$33,000
-43.1%
800
-44.8%
0.01%
-45.5%
Q2 2020$58,000
+9.4%
1,448
+0.2%
0.02%
-8.3%
Q1 2020$53,000
-8.6%
1,4450.0%0.02%
-4.0%
Q4 2019$58,0001,4450.02%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Weaver Consulting Group 183,632$8,216,0004.46%
Thrive Capital Management, LLC 125,395$5,610,0004.14%
TIEDEMANN ADVISORS, LLC 1,540,276$68,912,0003.67%
RiverTree Advisors, LLC 86,580$3,874,0002.64%
Beacon Financial Advisory LLC 107,340$4,802,0002.50%
FURE FINANCIAL CORP 74,239$3,321,0002.32%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 100,864$4,513,0001.65%
Weitzel Financial Services, Inc. 54,579$2,447,322,0001.59%
Fort Henry Capital, LLC 29,160$1,305,0001.15%
Madrona Financial Services, LLC 53,889$2,411,0001.14%
View complete list of ISHARES TR shareholders