Patriot Financial Group Insurance Agency, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 362 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 72.19 and the average weighting 0.4%.

Quarter-by-quarter ownership
Patriot Financial Group Insurance Agency, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$98,000
+133.3%
2,183
+168.8%
0.02%
+185.7%
Q1 2022$42,000
-17.6%
812
-10.8%
0.01%
-12.5%
Q4 2021$51,000
+30.8%
910
+28.2%
0.01%
+14.3%
Q3 2021$39,000
+680.0%
710
+776.5%
0.01%
+600.0%
Q2 2021$5,000
-37.5%
81
-61.8%
0.00%
-75.0%
Q1 2020$8,000
-20.0%
2120.0%0.00%0.0%
Q4 2019$10,0000.0%2120.0%0.00%0.0%
Q3 2019$10,0000.0%2120.0%0.00%0.0%
Q2 2019$10,0000.0%2120.0%0.00%
-20.0%
Q1 2019$10,000
-33.3%
212
-31.2%
0.01%
-44.4%
Q3 2018$15,000
-58.3%
308
-56.0%
0.01%
-66.7%
Q4 2017$36,000
+28.6%
700
+20.3%
0.03%
+8.0%
Q3 2017$28,000
+40.0%
582
+34.7%
0.02%
+19.0%
Q2 2017$20,000
+5.3%
4320.0%0.02%
+5.0%
Q1 2017$19,0004320.02%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Smith & Howard Wealth Management, LLC 633,447$29,310,00014.44%
TLWM 423,360$19,588,00011.00%
GERMAN AMERICAN BANCORP, INC. 705,910$32,662,0009.66%
HARVEST CAPITAL MANAGEMENT INC 490,260$22,684,0007.22%
AMG National Trust Bank 2,184,617$101,082,0006.23%
Advisory Resource Group 225,735$10,273,0005.73%
Johnson Financial Group, Inc. 1,173,378$54,292,0004.82%
Tolleson Wealth Management, Inc. 139,523$6,456,0004.47%
Capital Investment Advisors, LLC 1,516,263$70,157,0004.09%
Goelzer Investment Management, Inc. 863,417$39,950,0003.78%
View complete list of ISHARES TR shareholders