Sargent Bickham Lagudis LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 563 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.56 and the average weighting 0.5%.

Quarter-by-quarter ownership
Sargent Bickham Lagudis LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$716,327
-33.4%
7,845
-39.9%
0.06%
-38.5%
Q3 2022$1,076,000
-76.5%
13,053
-74.7%
0.10%
-75.8%
Q2 2022$4,588,000
+458700.0%
51,532
+396300.0%
0.40%
Q1 2022$1,0000.0%130.0%0.00%
Q4 2021$1,000
-80.0%
13
-72.9%
0.00%
Q1 2021$5,0000.0%480.0%0.00%
Q4 2020$5,000
+150.0%
48
+182.4%
0.00%
Q2 2020$2,0000.0%170.0%0.00%
Q1 2020$2,000
-33.3%
170.0%0.00%
Q4 2019$3,0000.0%170.0%0.00%
Q3 2019$3,0000.0%170.0%0.00%
Q2 2019$3,0000.0%170.0%0.00%
Q1 2019$3,000
+50.0%
170.0%0.00%
Q4 2018$2,000
-33.3%
170.0%0.00%
Q3 2018$3,0000.0%170.0%0.00%
Q2 2018$3,0000.0%170.0%0.00%
Q1 2018$3,0000.0%170.0%0.00%
Q4 2017$3,0000.0%170.0%0.00%
Q3 2017$3,000
+50.0%
170.0%0.00%
Q2 2017$2,0000.0%170.0%0.00%
Q1 2017$2,0000.0%170.0%0.00%
Q4 2016$2,0000.0%170.0%0.00%
Q3 2016$2,000170.00%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
RGT Wealth Advisors, LLC 849,049$89,515,00016.08%
Portfolio Solutions, LLC 1,318,891$134,197,00015.64%
Johnson Midwest Financial, LLC 150,019$15,816,00015.56%
Palisades Hudson Asset Management, L.P. 308,210$32,495,00014.51%
PIERSHALE FINANCIAL GROUP, INC. 289,788$30,552,00012.03%
Barber Financial Group, Inc. 532,750$56,168,0007.64%
Probity Advisors, Inc. 277,937$29,303,0006.17%
Camarda Financial Advisors, LLC 89,480$9,434,0005.83%
SAX WEALTH ADVISORS, LLC 156,044$16,452,0005.64%
Sterling Financial Planning, Inc. 79,647$8,397,0005.45%
View complete list of ISHARES TR shareholders