Sargent Bickham Lagudis LLC - ISHARES TR ownership

ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 729 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.17 and the average weighting 0.3%.

Quarter-by-quarter ownership
Sargent Bickham Lagudis LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$1,804,959
+1.5%
24,231
+0.0%
0.15%
-6.9%
Q3 2022$1,778,000
-8.9%
24,230
-0.7%
0.16%
-5.9%
Q2 2022$1,951,000
-22.3%
24,406
+0.2%
0.17%
-13.3%
Q1 2022$2,511,000
-12.8%
24,365
-2.8%
0.20%
-10.1%
Q4 2021$2,878,000
+13.4%
25,066
+0.0%
0.22%
+4.8%
Q3 2021$2,538,000
-3.1%
25,065
-4.9%
0.21%
-2.8%
Q2 2021$2,619,000
+9.3%
26,347
-3.6%
0.21%
+0.9%
Q1 2021$2,397,000
-50.9%
27,334
-51.7%
0.21%
-4.1%
Q4 2020$4,883,000
+108.0%
56,556
+625.3%
0.22%
-6.8%
Q3 2020$2,348,000
+7.1%
7,798
-4.1%
0.24%
+0.4%
Q2 2020$2,193,000
+29.5%
8,128
-1.9%
0.24%
+7.8%
Q1 2020$1,694,000
-11.2%
8,289
+1.1%
0.22%
+3.3%
Q4 2019$1,908,000
+14.0%
8,201
+0.0%
0.21%
+4.5%
Q3 2019$1,674,000
-21.2%
8,200
-23.6%
0.20%
-19.8%
Q2 2019$2,124,000
-1.9%
10,733
-5.5%
0.25%
+0.4%
Q1 2019$2,165,000
+15.5%
11,358
-3.1%
0.25%
+3.7%
Q4 2018$1,874,000
-17.6%
11,719
+0.0%
0.24%
-10.4%
Q3 2018$2,274,000
+4.1%
11,718
-4.3%
0.27%0.0%
Q2 2018$2,184,000
+5.2%
12,250
-0.8%
0.27%
+4.2%
Q1 2018$2,076,000
-10.5%
12,343
-13.4%
0.26%
-6.5%
Q4 2017$2,320,000
+13.1%
14,253
+4.1%
0.28%
+8.6%
Q3 2017$2,052,000
+7.3%
13,6880.0%0.26%
+4.5%
Q2 2017$1,912,000
+0.7%
13,688
-2.6%
0.24%
-0.8%
Q1 2017$1,899,000
+12.1%
14,052
-0.3%
0.25%
-5.7%
Q4 2016$1,694,000
-3.0%
14,089
+1125.1%
0.26%
-0.8%
Q3 2016$1,747,000
+12.4%
1,150
-92.2%
0.26%
+9.1%
Q2 2016$1,554,000
-9.3%
14,765
-6.5%
0.24%
-12.7%
Q1 2016$1,713,00015,7850.28%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
NIEMANN CAPITAL MANAGEMENT INC 3,316$282,00035.79%
First Citizens Financial Corp 98,772$8,404,0007.33%
Danda Trouve Investment Management, Inc. 66,398$5,649,0006.90%
Signature Wealth Management Partners, LLC 79,308$6,748,0006.75%
Stonebridge Financial Planning Group, LLC 107,490$9,145,0005.79%
Quantitative Advantage, LLC 320,866$27,299,0005.76%
HC Advisors, LLC 72,560$6,173,0004.22%
Rollins Financial 90,780$7,724,0003.52%
Pinnacle Advisory Group, Inc. 633,788$53,923,0003.26%
SPC Financial, Inc. 271,792$23,124,0003.25%
View complete list of ISHARES TR shareholders