Patriot Financial Group Insurance Agency, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 139 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 1.03 and the average weighting 0.1%.

Quarter-by-quarter ownership
Patriot Financial Group Insurance Agency, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2020$4,000
+33.3%
200.0%0.00%0.0%
Q2 2020$3,0000.0%200.0%0.00%0.0%
Q1 2020$3,000
-25.0%
200.0%0.00%
-50.0%
Q4 2019$4,000
-78.9%
20
-80.4%
0.00%
-75.0%
Q2 2019$19,000
-9.5%
102
-8.9%
0.01%
-27.3%
Q1 2019$21,000
+16.7%
1120.0%0.01%
-8.3%
Q4 2018$18,000
-21.7%
112
+0.9%
0.01%
-14.3%
Q3 2018$23,000
+21.1%
111
+9.9%
0.01%
-30.0%
Q2 2018$19,0000.0%1010.0%0.02%
+42.9%
Q1 2018$19,000
+26.7%
101
+32.9%
0.01%
+27.3%
Q4 2017$15,000
+15.4%
760.0%0.01%
-8.3%
Q3 2017$13,000760.01%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
TOBIAS FINANCIAL ADVISORS, INC. 40,662$6,613,0003.88%
McGuire Investment Group, LLC 21,821$3,549,0001.23%
Richard Bernstein Advisors LLC 190,850$31,039,0000.97%
Clarus Wealth Advisors 5,007$824,0000.69%
Zimmer Partners, LP 200,000$32,528,0000.44%
Capital Advisors, Ltd. LLC 10,124$1,647,0000.44%
GREENWOOD CAPITAL ASSOCIATES LLC 10,543$1,715,0000.39%
Sage Capital Advisors,llc 3,531$574,0000.37%
GARRISON POINT ADVISORS, LLC 2,237$364,0000.36%
FIRST UNITED BANK & TRUST 3,085$502,0000.30%
View complete list of ISHARES TR shareholders