Patriot Financial Group Insurance Agency, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 239 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.13 and the average weighting 0.2%.

Quarter-by-quarter ownership
Patriot Financial Group Insurance Agency, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$36,000
-5.3%
438
+0.2%
0.01%0.0%
Q1 2022$38,000
-2.6%
4370.0%0.01%
+16.7%
Q4 2021$39,000
-26.4%
437
-31.3%
0.01%
-33.3%
Q3 2021$53,0000.0%6360.0%0.01%
-10.0%
Q2 2021$53,000
+8.2%
636
+0.2%
0.01%
-9.1%
Q1 2021$49,0000.0%6350.0%0.01%
-8.3%
Q4 2020$49,000
+16.7%
635
+9.5%
0.01%
-14.3%
Q3 2020$42,000
-55.3%
580
-57.5%
0.01%
-61.1%
Q2 2020$94,000
-19.0%
1,366
-28.3%
0.04%
-32.1%
Q1 2020$116,000
+7.4%
1,906
+20.9%
0.05%
+29.3%
Q4 2019$108,000
+74.2%
1,577
+56.6%
0.04%
+46.4%
Q3 2019$62,000
+19.2%
1,007
+20.5%
0.03%
+27.3%
Q2 2019$52,000
+126.1%
836
+120.6%
0.02%
+83.3%
Q1 2019$23,000
+15.0%
379
+9.5%
0.01%
-7.7%
Q4 2018$20,000
-9.1%
346
+0.3%
0.01%0.0%
Q3 2018$22,000
+266.7%
345
+241.6%
0.01%
+116.7%
Q2 2018$6,000
+20.0%
101
+102.0%
0.01%
+50.0%
Q1 2018$5,000
-16.7%
500.0%0.00%0.0%
Q4 2017$6,0000.0%500.0%0.00%
-20.0%
Q3 2017$6,000
+20.0%
500.0%0.01%0.0%
Q2 2017$5,0000.0%500.0%0.01%
-28.6%
Q4 2016$5,000500.01%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Newfound Research LLC 25,484$2,574,0002.68%
Oliver Luxxe Assets LLC 24,814$2,506,0002.13%
ASSETMARK, INC 1,029,725$103,992,0001.75%
JUNCTURE WEALTH STRATEGIES, LLC 21,762$2,198,0001.57%
FCA CORP /TX 26,911$2,718,0001.39%
Mirae Asset Global Investments Co., Ltd. 516,614$52,172,0001.35%
EXENCIAL WEALTH ADVISORS, LLC 23,809$2,405,0001.08%
Beaumont Financial Partners, LLC 46,178$4,663,0000.76%
MERIDIAN INVESTMENT COUNSEL INC. 7,175$725,0000.49%
East Coast Asset Management, LLC. 8,361$844,0000.46%
View complete list of ISHARES TR shareholders