SeaBridge Investment Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 394 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
SeaBridge Investment Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2020$45,0000.0%4100.0%0.02%
-5.6%
Q2 2020$45,000
-2.2%
4100.0%0.02%
-14.3%
Q1 2020$46,000
+2.2%
4100.0%0.02%
+31.2%
Q4 2019$45,0000.0%4100.0%0.02%
+6.7%
Q3 2019$45,0000.0%4100.0%0.02%0.0%
Q2 2019$45,0000.0%4100.0%0.02%0.0%
Q1 2019$45,0000.0%4100.0%0.02%
-6.2%
Q4 2018$45,0000.0%4100.0%0.02%
+33.3%
Q3 2018$45,0000.0%4100.0%0.01%
+9.1%
Q2 2018$45,0004100.01%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
PEAVINE CAPITAL, LLC 1,887,881$208,139,00040.60%
Cornerstone Retirement Group, Inc. 1,827,938$201,465,00037.83%
Divergent Wealth Advisors 697,638$76,915,00015.95%
Titan Capital Management, LLC /TX 143,194$15,787,00015.87%
Milliman Financial Risk Management LLC 9,597,047$1,058,074,00013.75%
AGILIS PARTNERS LLC 175,749$19,376,0009.69%
Reliant Wealth Planning 159,554$17,591,0008.70%
Estate Counselors, LLC 579,530$63,893,0008.31%
AFFINIA FINANCIAL GROUP, LLC 93,744$10,332,0007.91%
QUATTRO FINANCIAL ADVISORS LLC 190,873$21,044,0007.09%
View complete list of ISHARES TR shareholders