Sargent Bickham Lagudis LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 670 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.52 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 Q2 2021
NameSharesValueWeighting ↓
Palisades Hudson Asset Management, L.P. 292,393$26,08714.28%
Cosner Financial Group, LLC 103,871$9,267,3558.17%
Forbes Financial Planning, Inc. 79,981$7,135,9137.65%
Pensionmark Financial Group, LLC 329,889$29,604,8035.86%
Probity Advisors, Inc. 275,750$24,602,4545.67%
ETFIDEA, LLC 127,397$11,366,3194.83%
Sterling Financial Planning, Inc. 86,386$7,707,3793.95%
LTG Capital LLC 38,661$3,449,3353.64%
SOUTHERN CAPITAL ADVISORS, LLC 47,835$4,267,8063.55%
Ellis Investment Partners, LLC 152,196$13,578,9333.49%
View complete list of ISHARES TR shareholders