Patriot Financial Group Insurance Agency, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXC and the CUSIP is 464287341. A total of 230 filers reported holding ISHARES TR in Q4 2021. 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 Q4 2021
NameSharesValueWeighting ↓
Versant Capital Management, Inc 375,997$14,705,2614.38%
Buttonwood Financial Group, LLC 77,067$3,014,1382.19%
WealthPLAN Partners, LLC 6,659$260,4330.03%
TOMPKINS FINANCIAL CORP 4,828$188,8230.02%
Anchor Investment Management, LLC 3,380$132,1810.02%
Diversified Trust Co 5,281$206,5390.01%
Peoples Bank/KS 150$5,8660.01%
Founders Capital Management 132$5,1630.00%
Pacifica Partners Inc. 168$6,5450.00%
Valued Wealth Advisors LLC 12$5050.00%
View complete list of ISHARES TR shareholders