Sargent Bickham Lagudis LLC - ISHARES TR ownership

ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 222 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$400,208
+3.7%
10,5290.0%0.03%
-5.7%
Q3 2022$386,000
-5.9%
10,5290.0%0.04%0.0%
Q2 2022$410,000
-9.3%
10,5290.0%0.04%0.0%
Q1 2022$452,000
-5.6%
10,5290.0%0.04%
-2.8%
Q4 2021$479,000
+1.7%
10,5290.0%0.04%
-5.3%
Q3 2021$471,000
-0.6%
10,5290.0%0.04%
-2.6%
Q2 2021$474,000
+3.3%
10,5290.0%0.04%
-2.5%
Q1 2021$459,000
-49.8%
10,529
-50.0%
0.04%
-2.4%
Q4 2020$914,000
+111.6%
21,058
+100.0%
0.04%
-4.7%
Q3 2020$432,000
+2.9%
10,5290.0%0.04%
-4.4%
Q2 2020$420,000
+8.5%
10,5290.0%0.04%
-10.0%
Q1 2020$387,000
+6.6%
10,529
+16.3%
0.05%
+25.0%
Q4 2019$363,000
+2.0%
9,0570.0%0.04%
-7.0%
Q3 2019$356,000
+0.8%
9,0570.0%0.04%
+2.4%
Q2 2019$353,000
+2.3%
9,0570.0%0.04%
+5.0%
Q1 2019$345,000
+6.8%
9,0570.0%0.04%
-4.8%
Q4 2018$323,000
-5.8%
9,0570.0%0.04%
+2.4%
Q3 2018$343,000
+0.9%
9,0570.0%0.04%
-2.4%
Q2 2018$340,000
-0.6%
9,0570.0%0.04%
-2.3%
Q1 2018$342,000
-0.9%
9,0570.0%0.04%
+4.9%
Q4 2017$345,000
+0.3%
9,0570.0%0.04%
-4.7%
Q3 2017$344,000
+1.8%
9,0570.0%0.04%0.0%
Q2 2017$338,000
+2.7%
9,0570.0%0.04%0.0%
Q1 2017$329,000
+3.1%
9,0570.0%0.04%
-12.2%
Q4 2016$319,000
-2.4%
9,0570.0%0.05%0.0%
Q3 2016$327,000
+2.2%
9,0570.0%0.05%
-2.0%
Q2 2016$320,000
-75.9%
9,057
-76.3%
0.05%
-76.6%
Q1 2016$1,329,00038,2010.21%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Weaver Consulting Group 184,080$7,952,0004.96%
IronBridge Private Wealth, LLC 115,465$4,988,0003.69%
RESTON WEALTH MANAGEMENT LLC 130,445$5,635,0003.20%
Beacon Financial Advisory LLC 107,915$4,661,0003.03%
TIEDEMANN ADVISORS, LLC 1,408,391$60,839,0002.94%
ARQ WEALTH ADVISORS, LLC 107,906$4,662,0002.93%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 173,998$7,517,0002.85%
Thrive Capital Management, LLC 57,340$2,477,0002.64%
FURE FINANCIAL CORP 71,088$3,071,0002.18%
Trilogy Capital Inc. 532,533$23,005,0001.88%
View complete list of ISHARES TR shareholders