Patriot Financial Group Insurance Agency, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 110 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 65.71 and the average weighting 0.1%.

Quarter-by-quarter ownership
Patriot Financial Group Insurance Agency, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$25,000
-10.7%
6930.0%0.01%0.0%
Q1 2022$28,000
+27.3%
6930.0%0.01%
+25.0%
Q4 2021$22,000
+10.0%
6930.0%0.00%0.0%
Q3 2021$20,000
-4.8%
693
-90.1%
0.00%0.0%
Q2 2021$21,000
+10.5%
6,993
+909.1%
0.00%0.0%
Q1 2021$19,000
+18.8%
6930.0%0.00%0.0%
Q4 2020$16,000
+14.3%
6930.0%0.00%
-20.0%
Q3 2020$14,000
-6.7%
6930.0%0.01%
-16.7%
Q2 2020$15,000
+25.0%
6930.0%0.01%
+20.0%
Q1 2020$12,000
-42.9%
6930.0%0.01%
-37.5%
Q4 2019$21,000
+5.0%
6930.0%0.01%
-11.1%
Q3 2019$20,000
-4.8%
6930.0%0.01%0.0%
Q2 2019$21,000
+162.5%
693
+191.2%
0.01%
+50.0%
Q1 2018$8,000
-11.1%
2380.0%0.01%
-14.3%
Q4 2017$9,000
-18.2%
238
-24.0%
0.01%
-30.0%
Q3 2017$11,000
+10.0%
3130.0%0.01%0.0%
Q2 2017$10,000
-72.2%
313
-70.0%
0.01%
-73.7%
Q1 2017$36,000
+227.3%
1,043
+233.2%
0.04%
+153.3%
Q4 2016$11,0003130.02%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Family Firm, Inc. 257,385$10,704,6423.01%
THEORY FINANCIAL LLC 87,460$3,637,4612.13%
Zeit Capital LLC 41,987$1,746,2591.62%
Sowa Financial Group, Inc. 51,679$2,1491.61%
Midwest Professional Planners, LTD. 67,622$2,812,3991.26%
Windward Private Wealth Management Inc. 65,084$2,706,8441.22%
Milestone Advisory Partners 26,471$1,100,9290.92%
Q3 Asset Management 50,251$2,0890.83%
Great Lakes Retirement, Inc. 104,344$4,372,6640.79%
DHK Financial Advisors, Inc. 16,574$694,6060.62%
View complete list of ISHARES TR shareholders