YorkBridge Wealth Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 321 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
YorkBridge Wealth Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2019$4,0000.0%320.0%0.00%0.0%
Q1 2019$4,0000.0%320.0%0.00%0.0%
Q4 2018$4,0000.0%320.0%0.00%0.0%
Q3 2018$4,0000.0%320.0%0.00%0.0%
Q2 2018$4,0000.0%320.0%0.00%0.0%
Q1 2018$4,000
-81.8%
32
-83.8%
0.00%
-81.8%
Q4 2017$22,000
-12.0%
197
-13.6%
0.01%
-15.4%
Q3 2017$25,0000.0%2280.0%0.01%0.0%
Q2 2017$25,0000.0%2280.0%0.01%0.0%
Q1 2017$25,000
+525.0%
228
+612.5%
0.01%
+550.0%
Q4 2016$4,000320.00%
Other shareholders
ISHARES TR shareholders Q2 2019
NameSharesValueWeighting ↓
LaSalle St. Investment Advisors, LLC 723,745$79,95239.10%
Gateway Advisory, LLC 1,654,317$182,752,44637.27%
GUIDANCE CAPITAL, INC 570,391$62,765,86228.11%
Mader & Shannon Wealth Management, Inc. 367,456$40,592,86426.68%
Client First Capital LLC 304,395$33,626,47324.34%
PEAVINE CAPITAL, LLC 742,800$82,057,08521.39%
Titan Capital Management, LLC /TX 134,732$14,883,84420.05%
Allred Capital Management, LLC 343,442$37,939,99618.90%
Cornerstone Retirement Group, Inc. 530,662$58,622,28016.76%
Divergent Wealth Advisors 643,895$71,131,11916.18%
View complete list of ISHARES TR shareholders