Patriot Financial Group Insurance Agency, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGV and the CUSIP is 464287515. A total of 175 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.35 and the average weighting 0.6%.

Quarter-by-quarter ownership
Patriot Financial Group Insurance Agency, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$224,842
+1024.2%
650
+1200.0%
0.04%
+1300.0%
Q4 2021$20,0000.0%500.0%0.00%
-25.0%
Q3 2021$20,0000.0%500.0%0.00%0.0%
Q2 2021$20,000
+900.0%
50
+455.6%
0.00%
+300.0%
Q1 2020$2,0000.0%90.0%0.00%0.0%
Q4 2019$2,000
-33.3%
9
-47.1%
0.00%
-50.0%
Q1 2018$3,0000.0%170.0%0.00%0.0%
Q4 2017$3,000
-72.7%
17
-76.7%
0.00%
-80.0%
Q3 2017$11,000
+450.0%
73
+329.4%
0.01%
+400.0%
Q2 2017$2,000170.00%
Other shareholders
ISHARES TR shareholders Q2 2018
NameSharesValueWeighting ↓
Heartwood Wealth Management Ltd 80,536$8,108,00011.23%
Financial Advantage, Inc. 89,164$8,976,0008.14%
XPONANCE, INC. 117,823$11,859,0004.51%
Clal Insurance Enterprises Holdings Ltd 1,401,668$141,106,0004.11%
MCMILLION CAPITAL MANAGEMENT INC 50,776$5,112,0003.79%
Gemmer Asset Management LLC 54,704$5,507,0003.21%
Main Management LLC 167,272$16,839,0003.04%
Verity Asset Management, Inc. 23,924$2,408,0002.72%
MinichMacGregor Wealth Management, LLC 27,053$2,723,0002.63%
Janney Capital Management LLC 311,166$31,325,0001.69%
View complete list of ISHARES TR shareholders