Sugarloaf Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is SDG and the CUSIP is 46435G532. A total of 100 filers reported holding ISHARES TR in Q1 2021. 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 Q1 2021
NameSharesValueWeighting ↓
Bond & Devick Financial Network, Inc. 14,207$1,058,6880.68%
Evergreen Wealth Solutions, LLC 7,061$526,1860.53%
WFA Asset Management Corp 10,630$792,1590.47%
REGATTA CAPITAL GROUP, LLC 16,706$1,244,9600.40%
MISSION WEALTH MANAGEMENT, LP 134,057$9,989,9050.37%
Whelan Financial 8,722$649,9630.34%
Berkshire Bank 14,858$1,107,2180.32%
Warren Street Wealth Advisors, LLC 5,799$432,1410.29%
KilterHowling LLC 3,847$286,6760.25%
First Pacific Financial 7,156$533,2650.24%
View complete list of ISHARES TR shareholders