Patriot Financial Group Insurance Agency, LLC - ISHARES TR ownership

ISHARES TR's ticker is JKD and the CUSIP is 464287127. A total of 97 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Patriot Financial Group Insurance Agency, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$10,000
-23.1%
2000.0%0.00%0.0%
Q1 2022$13,0000.0%2000.0%0.00%0.0%
Q4 2021$13,000
+8.3%
2000.0%0.00%0.0%
Q3 2021$12,000
-33.3%
200
-33.3%
0.00%
-33.3%
Q2 2021$18,000
+5.9%
300
+300.0%
0.00%
-25.0%
Q1 2021$17,000
+6.2%
750.0%0.00%0.0%
Q4 2020$16,000
+6.7%
750.0%0.00%
-20.0%
Q3 2020$15,000
-16.7%
75
-26.5%
0.01%
-28.6%
Q2 2020$18,000
-5.3%
102
-20.9%
0.01%
-22.2%
Q1 2020$19,000
-52.5%
129
-40.3%
0.01%
-40.0%
Q4 2019$40,000
+11.1%
2160.0%0.02%
-6.2%
Q3 2019$36,0000.0%2160.0%0.02%0.0%
Q2 2019$36,000
+2.9%
2160.0%0.02%
-11.1%
Q1 2019$35,000
+12.9%
2160.0%0.02%
-10.0%
Q4 2018$31,000
-13.9%
2160.0%0.02%
-4.8%
Q3 2018$36,000
+56.5%
216
+42.1%
0.02%
-16.0%
Q2 2018$23,000
-30.3%
152
-30.0%
0.02%
+4.2%
Q1 2018$33,000
-8.3%
2170.0%0.02%
-11.1%
Q4 2017$36,000
+9.1%
217
+0.5%
0.03%
-6.9%
Q3 2017$33,000
+17.9%
216
+14.3%
0.03%0.0%
Q2 2017$28,000
-6.7%
189
-12.1%
0.03%
-9.4%
Q1 2017$30,000
+15.4%
215
+10.8%
0.03%
-11.1%
Q4 2016$26,0001940.04%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
Crestwood Advisors Group, LLC 197,179$21,807,0003.56%
Mathes Company, Inc. 8,180$905,0000.48%
ASPIRIANT, LLC 17,831$1,972,0000.29%
Brinker Capital Investments, LLC 65,000$7,189,0000.28%
Investors Capital Advisory Services 10,812$1,195,0000.26%
Exchange Capital Management, Inc. 4,872$539,0000.25%
B. Riley Wealth Advisors, Inc. 2,833$314,0000.10%
Gemmer Asset Management LLC 1,097$121,0000.09%
Raymond James Financial Services Advisors, Inc. 11,572$1,280,0000.08%
Opus Capital Group, LLC 8,505$941,0000.07%
View complete list of ISHARES TR shareholders