Patriot Financial Group Insurance Agency, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 445 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.24 and the average weighting 1.0%.

Quarter-by-quarter ownership
Patriot Financial Group Insurance Agency, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$34,000
-17.1%
4060.0%0.01%0.0%
Q1 2022$41,000
-4.7%
4060.0%0.01%0.0%
Q4 2021$43,000
+4.9%
4060.0%0.01%0.0%
Q3 2021$41,0000.0%4060.0%0.01%0.0%
Q2 2021$41,000
-92.9%
406
-93.3%
0.01%
-94.7%
Q1 2021$577,000
+1.8%
6,065
-3.0%
0.13%
-7.0%
Q4 2020$567,000
+12.9%
6,250
-0.5%
0.14%
-12.9%
Q3 2020$502,000
-14.6%
6,281
-21.3%
0.16%
-27.6%
Q2 2020$588,000
-75.8%
7,981
-79.4%
0.22%
-79.7%
Q1 2020$2,430,000
+117.2%
38,831
+175.0%
1.11%
+164.3%
Q4 2019$1,119,000
+21.8%
14,118
+13.3%
0.42%
+1.7%
Q3 2019$919,000
+23.9%
12,465
+25.1%
0.41%
+29.1%
Q2 2019$742,000
+82.3%
9,963
+76.4%
0.32%
+53.1%
Q1 2019$407,000
+667.9%
5,647
+586.1%
0.21%
+497.1%
Q4 2018$53,000
+657.1%
823
+723.0%
0.04%
+600.0%
Q1 2018$7,0001000.01%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
Summit Rock Advisors, LP 694,015$55,001,00045.24%
Mass General Brigham, Inc 1,536,103$121,736,00041.96%
MINOT CAPITAL, LP 916,256$72,613,00027.52%
TEXAS TREASURY SAFEKEEPING TRUST CO 870,500$68,987,00022.52%
Sageworth Trust Co 1,931,357$153,060,00016.59%
Rainwater Charitable Foundation 398,649$31,593,00015.90%
Nationwide Asset Management LLC 219,050$17,320,00014.46%
CLIENT 1ST ADVISORY GROUP, LLC 179,363$14,215,00014.01%
Bernicke Wealth Management, Ltd. 298,635$23,667,00013.22%
DIMENSION CAPITAL MANAGEMENT LLC 561,395$44,489,00013.02%
View complete list of ISHARES TR shareholders