Sugarloaf Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 116 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.3%.

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 Q2 2020
NameSharesValueWeighting ↓
Curran Financial Partners, LLC 210,350$7,353,8233.49%
Archvest Wealth Advisors, Inc. 106,803$3,733,8173.31%
WNY Asset Management, LLC 382,554$13,374,1433.18%
Thrive Capital Management, LLC 139,464$4,843,5713.06%
Investment Advisory Group, LLC 148,554$5,193,4492.99%
ATLAS CAPITAL ADVISORS LLC 518,500$18,126,7602.85%
Weaver Consulting Group 175,107$6,121,7342.80%
MANGROVE PARTNERS IM, LLC 270,253$9,448,0450.62%
RDA Financial Network 34,873$1,219,1600.56%
GeoWealth Management, LLC 132,494$4,6320.54%
View complete list of ISHARES TR shareholders