Sugarloaf Wealth Management, LLC - ISHARES INC ownership

ISHARES INC's ticker is ESGE and the CUSIP is 46434G863. A total of 405 filers reported holding ISHARES INC in Q4 2020. The put-call ratio across all filers is 0.05 and the average weighting 0.5%.

Quarter-by-quarter ownership
Sugarloaf Wealth Management, LLC ownership history of ISHARES INC
ValueSharesWeighting
Q3 2023$37,759
-53.9%
1,247
-51.8%
0.01%
-47.4%
Q2 2023$81,827
+0.5%
2,5870.0%0.02%
-5.0%
Q1 2023$81,439
+51.3%
2,587
+44.5%
0.02%
+42.9%
Q4 2022$53,825
+7.6%
1,7900.0%0.01%
+7.7%
Q3 2022$50,000
-2.0%
1,790
+13.9%
0.01%0.0%
Q2 2022$51,000
-12.1%
1,5720.0%0.01%
-7.1%
Q1 2022$58,000
-6.5%
1,5720.0%0.01%
-6.7%
Q4 2021$62,000
-4.6%
1,5720.0%0.02%
-11.8%
Q3 2021$65,000
-8.5%
1,5720.0%0.02%
-10.5%
Q2 2021$71,000
+22.4%
1,572
-99.2%
0.02%
+11.8%
Q1 2021$58,000
+3.6%
199,761
+14730.1%
0.02%
-10.5%
Q4 2020$56,000
+19.1%
1,347
+6.6%
0.02%
+11.8%
Q3 2020$47,000
+14.6%
1,2640.0%0.02%
+6.2%
Q2 2020$41,000
+17.1%
1,2640.0%0.02%0.0%
Q1 2020$35,0001,2640.02%
Other shareholders
ISHARES INC shareholders Q4 2020
NameSharesValueWeighting ↓
ONE Advisory Partners, LLC 254,429$10,681,0007.32%
Round Table Services, LLC 527,248$22,134,0006.87%
EQ LLC 143,929$6,042,0005.59%
Tri-Star Advisors Inc. 233,191$10,093,0005.57%
HawsGoodwin Investment Management LLC 422,208$17,724,0005.56%
Stone House Investment Management, LLC 234,637$9,850,0004.96%
Williams Financial, LLC 124,080$5,209,0004.92%
High Note Wealth, LLC 274,003$11,502,0004.88%
PARK AVENUE SECURITIES LLC 4,086,478$171,550,0004.76%
Lineweaver Wealth Advisors, LLC 281,584$11,820,0004.64%
View complete list of ISHARES INC shareholders