Sargent Bickham Lagudis LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 485 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 6.33 and the average weighting 0.5%.

Quarter-by-quarter ownership
Sargent Bickham Lagudis LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$98,043
+250.2%
1,865
+210.8%
0.01%
+166.7%
Q3 2022$28,000
-30.0%
600
-24.3%
0.00%0.0%
Q2 2022$40,000
-18.4%
793
+0.1%
0.00%
-25.0%
Q1 2022$49,000
-5.8%
7920.0%0.00%0.0%
Q4 2021$52,000
+4.0%
7920.0%0.00%0.0%
Q3 2021$50,000
+4.2%
792
+500.0%
0.00%0.0%
Q2 2021$48,000
+9.1%
1320.0%0.00%0.0%
Q1 2021$44,000
-49.4%
132
-50.0%
0.00%0.0%
Q4 2020$87,000
+190.0%
264
+164.0%
0.00%
+33.3%
Q3 2020$30,000
+15.4%
1000.0%0.00%0.0%
Q2 2020$26,000
+13.0%
1000.0%0.00%0.0%
Q1 2020$23,0001000.00%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
CUMBERLAND ADVISORS INC 277,844$14,998,0196.15%
Hall Private Wealth Advisors 206,568$11,150,5415.81%
Concorde Asset Management, LLC 86,951$4,693,6025.56%
FinDec Wealth Services, Inc. 127,463$6,880,4535.20%
OGOREK ANTHONY JOSEPH /NY/ /ADV 163,060$8,8013.60%
Flaharty Asset Management, LLC 350,733$18,932,5943.38%
Somerset Group LLC 68,954$3,722,1373.24%
Madden Advisory Services, Inc. 84,560$4,564,5313.20%
Stonebridge Financial Planning Group, LLC 90,849$4,904,0553.16%
RPg Family Wealth Advisory, LLC 102,668$5,542,0193.04%
View complete list of ISHARES TR shareholders