Sargent Bickham Lagudis LLC - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 431 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.28 and the average weighting 0.2%.

Quarter-by-quarter ownership
Sargent Bickham Lagudis LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$666,751
+16.8%
24,549
-3.1%
0.06%
+7.8%
Q3 2022$571,000
+47.5%
25,323
+77.7%
0.05%
+54.5%
Q2 2022$387,000
-14.6%
14,2520.0%0.03%
-5.7%
Q1 2022$453,000
+67.8%
14,252
+64.4%
0.04%
+75.0%
Q4 2021$270,000
-35.9%
8,668
-37.3%
0.02%
-41.2%
Q3 2021$421,000
+53.6%
13,831
+63.6%
0.03%
+54.5%
Q2 2021$274,000
-52.2%
8,456
-53.6%
0.02%
-56.0%
Q1 2021$573,000
-46.0%
18,211
-47.6%
0.05%
+4.2%
Q4 2020$1,061,000
+150.8%
34,777
+105.1%
0.05%
+11.6%
Q3 2020$423,000
-9.0%
16,952
-8.3%
0.04%
-14.0%
Q2 2020$465,000
-53.5%
18,496
-58.3%
0.05%
-61.2%
Q1 2020$1,001,000
-31.2%
44,310
+2.2%
0.13%
-19.9%
Q4 2019$1,456,000
+6.3%
43,376
-2.7%
0.16%
-2.4%
Q3 2019$1,370,000
+27.2%
44,570
+27.1%
0.16%
+28.9%
Q2 2019$1,077,000
-7.2%
35,055
-6.8%
0.13%
-4.5%
Q1 2019$1,161,000
+2.1%
37,618
-5.0%
0.13%
-8.8%
Q4 2018$1,137,000
-29.7%
39,597
-20.1%
0.15%
-23.4%
Q3 2018$1,617,000
-5.7%
49,566
-7.3%
0.19%
-9.4%
Q2 2018$1,715,000
-2.4%
53,496
+0.5%
0.21%
-3.2%
Q1 2018$1,757,000
+5.5%
53,230
+8.0%
0.22%
+10.1%
Q4 2017$1,666,000
-7.3%
49,306
-7.4%
0.20%
-10.8%
Q3 2017$1,797,000
+21.2%
53,240
+17.4%
0.22%
+18.0%
Q2 2017$1,483,000
+11.8%
45,333
+7.6%
0.19%
+9.9%
Q1 2017$1,326,000
+7.5%
42,138
+1.0%
0.17%
-9.5%
Q4 2016$1,233,000
+9.2%
41,712
+10.8%
0.19%
+11.8%
Q3 2016$1,129,000
+11.3%
37,649
+6.3%
0.17%
+8.3%
Q2 2016$1,014,000
+365.1%
35,403
+371.0%
0.16%
+348.6%
Q1 2016$218,0007,5160.04%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Chicago Wealth Management, Inc. 256,248$7,990,0005.36%
Fountainhead AM, LLC 324,535$10,119,0004.40%
First National Bank of Hutchinson 181,071$5,646,0003.22%
Berkeley Capital Partners, LLC 217,717$6,788,0002.79%
Gunma Bank,Ltd. 100,000$3,118,0002.73%
COWA, LLC 170,163$5,306,0002.67%
Sterling Financial Planning, Inc. 135,848$4,236,0002.65%
FUKOKU MUTUAL LIFE INSURANCE Co 898,000$28,000,0002.07%
Murphy, Middleton, Hinkle & Parker, Inc. 117,228$3,655,0001.95%
AGILIS PARTNERS LLC 121,247$3,780,0001.89%
View complete list of ISHARES TR shareholders