Sargent Investment Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 224 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.89 and the average weighting 0.2%.

Quarter-by-quarter ownership
Sargent Investment Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$382,749
+4.8%
5,1300.0%0.09%
-3.1%
Q1 2023$365,205
-5.7%
5,1300.0%0.10%
-20.0%
Q4 2022$387,161
+7.0%
5,1300.0%0.12%
+6.2%
Q3 2022$362,000
+0.8%
5,1300.0%0.11%
+1.8%
Q2 2022$359,000
-17.3%
5,1300.0%0.11%
+1.8%
Q1 2022$434,000
-2.5%
5,1300.0%0.11%
+7.9%
Q4 2021$445,000
+5.2%
5,1300.0%0.10%
-1.9%
Q3 2021$423,000
+1.7%
5,1300.0%0.10%
+4.0%
Q2 2021$416,000
+8.3%
5,1300.0%0.10%
-2.0%
Q1 2021$384,000
+12.0%
5,1300.0%0.10%
-6.5%
Q4 2020$343,000
+17.9%
5,130
+100.0%
0.11%
+1.9%
Q3 2020$291,000
+3.2%
2,5650.0%0.11%0.0%
Q2 2020$282,000
-42.0%
2,565
-48.7%
0.11%
-52.7%
Q1 2020$486,000
-64.7%
5,000
-50.0%
0.22%
-13.2%
Q4 2019$1,378,000
+114.0%
10,000
+100.0%
0.26%
-10.7%
Q3 2019$644,0005,0000.29%
Other shareholders
ISHARES TR shareholders Q3 2019
NameSharesValueWeighting ↓
First Citizens Financial Corp 59,051$4,786,0003.62%
HC Advisors, LLC 68,774$5,574,0003.43%
Magnus Financial Group LLC 153,112$12,410,0002.70%
Stillwater Capital Advisors, LLC 166,864$13,524,0002.24%
Somerset Group LLC 34,777$2,819,0002.01%
Sowa Financial Group, Inc. 31,519$2,555,0001.89%
BEAM WEALTH ADVISORS, INC. 25,057$2,031,0001.75%
WJ Wealth Management, LLC 5,393$437,0001.35%
CIM, LLC 97,948$8,234,0001.34%
HCR Wealth Advisors 94,314$7,644,0001.33%
View complete list of ISHARES TR shareholders