Sargent Investment Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 290 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.17 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 2022
NameSharesValueWeighting ↓
Thai Life Insurance PCL. 115,896$11,759,00011.90%
Commonwealth Financial Services, LLC 36,692$3,724,0003.67%
BANK HAPOALIM BM 100,000$10,146,0002.71%
Stillwater Capital Advisors, LLC 81,723$8,292,0002.22%
Somerset Group LLC 20,391$2,069,0002.05%
Peachtree Investment Advisors, Inc. 17,909$1,817,0001.78%
Madden Advisory Services, Inc. 25,715$2,609,0001.77%
Pinnacle Family Advisors, LLC 27,925$2,833,0001.73%
ADVANTAGE INVESTMENT MANAGEMENT, LLC 37,247$3,779,0001.40%
PETTYJOHN, WOOD & WHITE, INC 35,245$3,576,0001.39%
View complete list of ISHARES TR shareholders