Sugarloaf Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 146 filers reported holding ISHARES TR in Q3 2023. 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$3,679
-2.9%
1080.0%0.00%0.0%
Q2 2023$3,789
+1.4%
108
+1.9%
0.00%0.0%
Q1 2023$3,738
-3.8%
106
-8.6%
0.00%0.0%
Q4 2022$3,886
-2.8%
116
+0.9%
0.00%0.0%
Q3 2022$4,0000.0%115
+0.9%
0.00%0.0%
Q2 2022$4,0000.0%1140.0%0.00%0.0%
Q1 2022$4,000
-20.0%
1140.0%0.00%0.0%
Q4 2021$5,000
+25.0%
114
+0.9%
0.00%0.0%
Q3 2021$4,0000.0%1130.0%0.00%0.0%
Q2 2021$4,0000.0%113
-91.1%
0.00%0.0%
Q1 2021$4,000
-84.6%
1,265
+88.2%
0.00%
-88.9%
Q4 2020$26,000
+4.0%
672
+0.9%
0.01%0.0%
Q3 2020$25,000
-44.4%
666
-46.0%
0.01%
-47.1%
Q2 2020$45,000
+7.1%
1,234
-1.6%
0.02%
-10.5%
Q1 2020$42,000
+27.3%
1,254
+39.2%
0.02%
+35.7%
Q4 2019$33,0009010.01%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Weaver Consulting Group 361,270$13,999,0008.73%
Curran Financial Partners, LLC 163,027$6,317,0005.41%
Madrona Financial Services, LLC 153,820$5,961,0003.33%
Thrive Capital Management, LLC 79,515$3,081,0003.28%
Peregrine Asset Advisers, Inc. 142,732$5,531,0002.58%
STRINGER ASSET MANAGEMENT, LLC 34,667$1,343,0001.41%
RDA Financial Network 70,590$2,735,0001.23%
ARQ WEALTH ADVISORS, LLC 39,128$1,516,0000.95%
Darwin Wealth Management, LLC 127,035$4,922,0000.92%
RESTON WEALTH MANAGEMENT LLC 41,822$1,621,0000.92%
View complete list of ISHARES TR shareholders