Sargent Bickham Lagudis LLC - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 409 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Sargent Bickham Lagudis LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$471,242
+6.9%
1,661
-4.6%
0.04%0.0%
Q3 2022$441,000
-6.2%
1,742
-0.2%
0.04%
-4.9%
Q2 2022$470,000
-10.3%
1,746
-3.7%
0.04%0.0%
Q1 2022$524,000
-4.9%
1,813
-1.1%
0.04%
-2.4%
Q4 2021$551,000
+8.9%
1,8330.0%0.04%
+2.4%
Q3 2021$506,000
+1.2%
1,8330.0%0.04%0.0%
Q2 2021$500,000
+3.7%
1,833
-3.9%
0.04%
-2.4%
Q1 2021$482,000
-50.3%
1,908
-50.9%
0.04%
-4.5%
Q4 2020$969,000
+115.3%
3,888
+96.4%
0.04%
-2.2%
Q3 2020$450,000
+5.4%
1,9800.0%0.04%
-2.2%
Q2 2020$427,000
+14.8%
1,9800.0%0.05%
-4.2%
Q1 2020$372,000
-12.9%
1,9800.0%0.05%
+2.1%
Q4 2019$427,000
+13.9%
1,9800.0%0.05%
+4.4%
Q3 2019$375,000
-3.1%
1,9800.0%0.04%
-2.2%
Q2 2019$387,000
-6.7%
1,980
-7.5%
0.05%
-4.2%
Q1 2019$415,000
-0.2%
2,141
-7.0%
0.05%
-11.1%
Q4 2018$416,000
-12.8%
2,303
-2.1%
0.05%
-5.3%
Q3 2018$477,000
+7.7%
2,353
-5.3%
0.06%
+3.6%
Q2 2018$443,000
+3.3%
2,4850.0%0.06%
+3.8%
Q1 2018$429,000
-10.8%
2,485
-9.9%
0.05%
-7.0%
Q4 2017$481,000
+9.3%
2,759
+7.6%
0.06%
+3.6%
Q3 2017$440,000
-3.5%
2,563
-6.6%
0.06%
-5.2%
Q2 2017$456,000
+6.8%
2,7450.0%0.06%
+5.5%
Q1 2017$427,000
+6.5%
2,745
-1.6%
0.06%
-11.3%
Q4 2016$401,000
-14.3%
2,789
+611.5%
0.06%
-11.4%
Q3 2016$468,000
+1.3%
392
-87.4%
0.07%
-2.8%
Q2 2016$462,000
+0.4%
3,113
-4.9%
0.07%
-2.7%
Q1 2016$460,0003,2730.07%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
CONSOLIDATED CAPITAL MANAGEMENT, LLC 46,794$11,507,0007.35%
Sowa Financial Group, Inc. 30,388$7,473,0005.03%
First Citizens Financial Corp 19,195$4,672,0004.07%
JGP Wealth Management, LLC 58,474$14,776,0003.42%
Oakworth Capital, Inc. 95,927$23,589,0003.06%
HC Advisors, LLC 12,738$3,132,0002.14%
Cadent Capital Advisors, LLC 16,091$3,957,0001.95%
Kesler, Norman & Wride, LLC 28,270$6,952,0001.94%
PETTYJOHN, WOOD & WHITE, INC 22,458$5,523,0001.41%
Mine & Arao Wealth Creation & Management, LLC. 7,900$1,943,0001.40%
View complete list of ISHARES TR shareholders