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 Q4 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 Q4 2020
NameSharesValueWeighting ↓
Curran Financial Partners, LLC 233,588$7,850,8783.79%
Allen Capital Group, LLC 101,390$3,407,7023.37%
Archvest Wealth Advisors, Inc. 101,390$3,407,7023.37%
WNY Asset Management, LLC 356,328$11,976,1963.24%
Investment Advisory Group, LLC 154,533$5,193,8493.19%
Weaver Consulting Group 182,602$6,137,2493.13%
Thrive Capital Management, LLC 138,044$4,639,6463.03%
ATLAS CAPITAL ADVISORS LLC 518,500$17,426,7852.93%
Affiance Financial, LLC 159,885$5,373,7352.18%
Sargent Bickham Lagudis LLC 405,007$13,612,2991.12%
View complete list of ISHARES TR shareholders