SevenBridge Financial Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 192 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 0.82 and the average weighting 0.2%.

Quarter-by-quarter ownership
SevenBridge Financial Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2019$47,000
+34.3%
375
+25.0%
0.02%
+30.8%
Q1 2019$35,000
+9.4%
3000.0%0.01%
-35.0%
Q4 2018$32,000
-11.1%
3000.0%0.02%
+5.3%
Q3 2018$36,000
+2.9%
3000.0%0.02%0.0%
Q2 2018$35,0000.0%3000.0%0.02%
-5.0%
Q1 2018$35,000
-2.8%
3000.0%0.02%0.0%
Q4 2017$36,000
+5.9%
3000.0%0.02%
+5.3%
Q3 2017$34,000
+6.2%
3000.0%0.02%
-5.0%
Q2 2017$32,000
+3.2%
3000.0%0.02%0.0%
Q1 2017$31,000
+14.8%
3000.0%0.02%0.0%
Q4 2016$27,0000.0%3000.0%0.02%0.0%
Q3 2016$27,000
+3.8%
3000.0%0.02%
+11.1%
Q2 2016$26,0003000.02%
Other shareholders
ISHARES TR shareholders Q4 2016
NameSharesValueWeighting ↓
Kellett Wealth Advisors, LLC 122,085$10,583,0008.10%
First Citizens Financial Corp 59,337$5,144,0003.76%
HC Advisors, LLC 56,984$4,940,0003.03%
Paragon Wealth Strategies, LLC 134,774$11,684,0002.82%
Magnus Financial Group LLC 171,216$14,843,0002.82%
ETFIDEA, LLC 76,600$6,640,4542.67%
BEAM WEALTH ADVISORS, INC. 26,175$2,269,0002.60%
Stillwater Capital Advisors, LLC 174,315$15,111,0002.30%
GDS Wealth Management 105,788$9,171,0002.05%
Somerset Group LLC 33,465$2,901,0001.96%
View complete list of ISHARES TR shareholders