YorkBridge Wealth Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,132 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.17 and the average weighting 1.4%.

Quarter-by-quarter ownership
YorkBridge Wealth Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2019$35,000
+2.9%
1810.0%0.02%0.0%
Q1 2019$34,000
-26.1%
181
-34.9%
0.02%
-33.3%
Q4 2018$46,000
-14.8%
278
+2.2%
0.02%
-4.0%
Q3 2018$54,000
+1.9%
2720.0%0.02%
+8.7%
Q2 2018$53,000
+3.9%
2720.0%0.02%0.0%
Q1 2018$51,000
-37.8%
272
-38.5%
0.02%
-42.5%
Q4 2017$82,000
+6.5%
442
+2.3%
0.04%0.0%
Q3 2017$77,000
-7.2%
432
-8.7%
0.04%
-9.1%
Q2 2017$83,000
+2.5%
473
+1.1%
0.04%
+4.8%
Q1 2017$81,000
+26.6%
468
+19.4%
0.04%
+10.5%
Q4 2016$64,0003920.04%
Other shareholders
ISHARES TR shareholders Q2 2018
NameSharesValueWeighting ↓
Hefren-Tillotson, Inc. 748,496$108,824,00042.63%
Pachira Investments Inc. 46,774$6,729,00027.00%
Leonard Rickey Investment Advisors P.L.L.C. 228,867$32,925,00025.54%
HBC Financial Services, PLLC 150,155$20,335,00023.05%
Affiance Financial, LLC 179,372$25,804,00017.79%
Lee Financial Co 365,578$52,592,00017.45%
Millburn Ridgefield Corp 2,025,674$291,413,00017.42%
Independent Order of Foresters 101,500$14,602,00017.16%
ARKANSAS FINANCIAL GROUP, INC. 312,694$44,984,00016.72%
LVZ, Inc. 457,036$65,749,00016.06%
View complete list of ISHARES TR shareholders