Patriot Financial Group Insurance Agency, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXC and the CUSIP is 464287341. A total of 106 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Patriot Financial Group Insurance Agency, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$192,000
-31.2%
5,677
-26.5%
0.04%
-22.0%
Q1 2022$279,000
+7.7%
7,729
-17.9%
0.05%
+16.3%
Q4 2021$259,000
+4.4%
9,413
+1.8%
0.04%
-2.3%
Q3 2021$248,000
+5.1%
9,243
+4.3%
0.04%
+2.3%
Q2 2021$236,000
+8.3%
8,866
+0.4%
0.04%
-14.0%
Q1 2021$218,000
+56.8%
8,835
+28.8%
0.05%
+42.9%
Q4 2020$139,000
+37.6%
6,861
+11.6%
0.04%
+6.1%
Q3 2020$101,000
+5.2%
6,147
+25.3%
0.03%
-10.8%
Q2 2020$96,000
+134.1%
4,907
+104.4%
0.04%
+94.7%
Q1 2020$41,000
+272.7%
2,401
+638.8%
0.02%
+137.5%
Q1 2018$11,000
-8.3%
3250.0%0.01%
-11.1%
Q4 2017$12,000
+9.1%
3250.0%0.01%
-10.0%
Q3 2017$11,000
+10.0%
3250.0%0.01%0.0%
Q2 2017$10,000
-9.1%
3250.0%0.01%
-16.7%
Q1 2017$11,000
+57.1%
325
+62.5%
0.01%
+20.0%
Q4 2016$7,0002000.01%
Other shareholders
ISHARES TR shareholders Q3 2017
NameSharesValueWeighting ↓
Verger Capital Management LLC 346,646$14,302,60612.64%
Versant Capital Management, Inc 375,069$15,475,3514.92%
Sterling Manor Financial, LLC 95,582$3,943,7143.57%
MFA WEALTH ADVISORS, LLC 237,163$9,785,3363.04%
ONE PLUS ONE WEALTH MANAGEMENT, LLC 108,770$4,487,8502.92%
Buttonwood Financial Group, LLC 87,245$3,524,7002.57%
Van Cleef Asset Management,Inc 306,179$12,632,9461.99%
Ayalon Insurance Comp Ltd. 108,710$4,4851.89%
Parcion Private Wealth LLC 405,399$16,726,7541.74%
Derbend Asset Management 54,785$2,260,4251.54%
View complete list of ISHARES TR shareholders