SevenBridge Financial Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is AGZ and the CUSIP is 464288166. A total of 92 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
SevenBridge Financial Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2019$71,000
+1320.0%
618
+1445.0%
0.02%
+1150.0%
Q1 2019$5,000
+25.0%
400.0%0.00%0.0%
Q4 2018$4,0000.0%400.0%0.00%0.0%
Q3 2018$4,0000.0%400.0%0.00%0.0%
Q2 2018$4,0000.0%400.0%0.00%0.0%
Q1 2018$4,000
-20.0%
400.0%0.00%
-33.3%
Q4 2017$5,0000.0%400.0%0.00%0.0%
Q3 2017$5,0000.0%400.0%0.00%0.0%
Q2 2017$5,0000.0%400.0%0.00%0.0%
Q1 2017$5,000
-16.7%
40
-18.4%
0.00%
-25.0%
Q4 2016$6,0000.0%490.0%0.00%0.0%
Q3 2016$6,0000.0%490.0%0.00%0.0%
Q2 2016$6,000490.00%
Other shareholders
ISHARES TR shareholders Q3 2018
NameSharesValueWeighting ↓
Capstone Financial Group, Inc. 109,906$13,283,00010.27%
BTS Asset Management, Inc. 3,495$423,0004.93%
AMJ Financial Wealth Management 53,593$6,489,0003.82%
Total Clarity Wealth Management, Inc. 18,451$2,234,0001.95%
Karp Capital Management Corp 49,512$5,995,0001.47%
RKL Wealth Management LLC 75,641$9,159,0001.46%
UBP Investment Advisors SA 14,229$1,723,0001.33%
Smart Money Group LLC 24,923$3,018,0001.30%
H&H Retirement Design & Management INC 13,654$1,653,0001.30%
Copperleaf Capital, LLC 9,843$1,192,0001.15%
View complete list of ISHARES TR shareholders