Patriot Financial Group Insurance Agency, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 505 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 1.26 and the average weighting 0.9%.

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 Q4 2020
NameSharesValueWeighting ↓
Mayo Clinic 1,992,725$169,142,49889.58%
Granger Management LLC 856,893$72,733,11131.73%
Three Bridge Wealth Advisors, LLC 387,565$32,896,50917.63%
MINOT CAPITAL, LP 1,026,452$87,125,24617.49%
DIMENSION CAPITAL MANAGEMENT LLC 855,052$72,576,77116.92%
Nationwide Asset Management LLC 200,250$17,09916.61%
Privium Fund Management (UK) Ltd 252,460$21,557,55916.36%
MKP Capital Management, L.L.C. 1,500,000$127,320,00015.62%
EPIQ Capital Group, LLC 328,754$27,904,67515.21%
Madrona Financial Services, LLC 303,896$25,794,67814.76%
View complete list of ISHARES TR shareholders