YorkBridge Wealth Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IAK and the CUSIP is 464288786. A total of 42 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
YorkBridge Wealth Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2019$39,000
+11.4%
5500.0%0.02%
+6.2%
Q1 2019$35,000
+9.4%
5500.0%0.02%
-5.9%
Q4 2018$32,000
-11.1%
5500.0%0.02%
+6.2%
Q3 2018$36,000
+5.9%
5500.0%0.02%
+6.7%
Q2 2018$34,000
-5.6%
5500.0%0.02%
-11.8%
Q1 2018$36,0000.0%5500.0%0.02%0.0%
Q4 2017$36,000
+2.9%
5500.0%0.02%
-5.6%
Q3 2017$35,0000.0%5500.0%0.02%
-5.3%
Q2 2017$35,000
+6.1%
5500.0%0.02%
+11.8%
Q1 2017$33,000
+3.1%
5500.0%0.02%
-10.5%
Q4 2016$32,0005500.02%
Other shareholders
ISHARES TR shareholders Q2 2018
NameSharesValueWeighting ↓
Legend Financial Advisors, Inc. 57,543$5,273,8584.50%
MinichMacGregor Wealth Management, LLC 107,510$9,853,2923.26%
Chicago Wealth Management, Inc. 30,707$2,814,2792.22%
SPC Financial, Inc. 194,680$17,842,4222.00%
Cadent Capital Advisors, LLC 43,127$3,952,5831.64%
Stonebridge Financial Planning Group, LLC 25,498$2,336,9211.50%
MARTIN & CO INC /TN/ 40,795$3,738,8160.98%
Well Done, LLC 45,186$4,141,2890.92%
Robinson Value Management, Ltd. 9,646$884,0560.66%
COTTONWOOD CAPITAL ADVISORS, LLC 7,188$658,8000.62%
View complete list of ISHARES TR shareholders