Sargent Bickham Lagudis LLC - ISHARES TR ownership

ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,037 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.27 and the average weighting 0.8%.

Quarter-by-quarter ownership
Sargent Bickham Lagudis LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$121,362
-2.9%
837
-14.2%
0.01%
-9.1%
Q3 2022$125,000
-6.7%
976
+0.2%
0.01%
-8.3%
Q2 2022$134,000
-11.8%
9740.0%0.01%0.0%
Q1 2022$152,0000.0%974
+0.1%
0.01%
+9.1%
Q4 2021$152,000
+33.3%
973
+24.6%
0.01%
+22.2%
Q3 2021$114,000
-0.9%
781
+0.1%
0.01%0.0%
Q2 2021$115,000
+130.0%
780
+120.3%
0.01%
+125.0%
Q1 2021$50,000
-47.4%
354
-49.9%
0.00%0.0%
Q4 2020$95,000
+137.5%
707
+100.9%
0.00%0.0%
Q3 2020$40,000
+5.3%
352
+0.3%
0.00%0.0%
Q2 2020$38,000
+11.8%
351
+0.3%
0.00%0.0%
Q1 2020$34,000
-35.8%
350
-14.2%
0.00%
-33.3%
Q4 2019$53,000
+29.3%
408
+17.2%
0.01%
+20.0%
Q3 2019$41,000
+2.5%
348
+0.3%
0.01%0.0%
Q2 2019$40,000
+2.6%
347
+0.3%
0.01%0.0%
Q1 2019$39,000
+11.4%
346
+0.3%
0.01%0.0%
Q4 2018$35,000
-12.5%
345
+0.6%
0.01%0.0%
Q3 2018$40,000
+5.3%
343
+0.3%
0.01%0.0%
Q2 2018$38,000
+2.7%
3420.0%0.01%0.0%
Q1 2018$37,000
-5.1%
342
+0.3%
0.01%0.0%
Q4 2017$39,000
+5.4%
3410.0%0.01%0.0%
Q3 2017$37,000
+2.8%
341
+0.3%
0.01%0.0%
Q2 2017$36,000
+2.9%
340
+0.3%
0.01%0.0%
Q1 2017$35,000
+84.2%
339
+78.4%
0.01%
+66.7%
Q4 2016$19,000
-86.5%
190
-87.2%
0.00%
-85.7%
Q3 2016$141,000
+16.5%
1,489
+14.6%
0.02%
+10.5%
Q2 2016$121,000
+3.4%
1,2990.0%0.02%0.0%
Q1 2016$117,0001,2990.02%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
HOME FEDERAL BANK OF TENNESSEE 422,168$66,124,00021.89%
LPWM LLC 236,761$37,084,00019.67%
Halpern Financial, Inc. 212,453$33,276,51914.24%
LVZ, Inc. 604,819$94,733,00012.66%
Praetorian Wealth Management, Inc. 231,868$36,317,00011.79%
Powell Investment Advisors, LLC 127,195$19,923,00011.32%
MMA ASSET MANAGEMENT LLC 93,551$14,653,00010.36%
FINANCIAL LIFE ADVISORS 166,005$26,001,00010.24%
AMARILLO NATIONAL BANK 325,575$50,995,0009.98%
Strategic Wealth Partners Group, LLC 343,916$53,868,0009.34%
View complete list of ISHARES TR shareholders