Sugarloaf Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is SDG and the CUSIP is 46435G532. A total of 83 filers reported holding ISHARES TR in Q4 2020. 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 2022$3,0000.0%330.0%0.00%0.0%
Q1 2022$3,0000.0%330.0%0.00%0.0%
Q4 2021$3,0000.0%330.0%0.00%0.0%
Q3 2021$3,0000.0%330.0%0.00%0.0%
Q2 2021$3,0000.0%33
-67.0%
0.00%0.0%
Q1 2021$3,0000.0%100
+203.0%
0.00%0.0%
Q4 2020$3,0000.0%330.0%0.00%0.0%
Q3 2020$3,000
+50.0%
330.0%0.00%0.0%
Q2 2020$2,0000.0%330.0%0.00%0.0%
Q1 2020$2,000
+100.0%
33
+83.3%
0.00%
Q4 2019$1,000180.00%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
WFA Asset Management Corp 14,893$1,175,2440.77%
Bond & Devick Financial Network, Inc. 13,637$1,076,1250.77%
Evergreen Wealth Solutions, LLC 6,433$5080.67%
First Pacific Financial 15,078$1,189,7730.59%
Whelan Financial 11,521$909,1220.55%
BSW Wealth Partners 30,638$2,4180.52%
MISSION WEALTH MANAGEMENT, LP 136,822$10,796,5910.52%
FINANCIAL MANAGEMENT NETWORK INC 13,884$1,121,2570.50%
HARVEST GROUP WEALTH MANAGEMENT, LLC 9,342$737,1550.48%
REGATTA CAPITAL GROUP, LLC 15,026$1,185,6800.42%
View complete list of ISHARES TR shareholders