Patriot Financial Group Insurance Agency, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 387 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.11 and the average weighting 0.2%.

Quarter-by-quarter ownership
Patriot Financial Group Insurance Agency, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$38,000
-13.6%
1,388
+1.0%
0.01%0.0%
Q1 2022$44,000
-2.2%
1,374
-4.1%
0.01%
+14.3%
Q4 2021$45,000
+4.7%
1,432
+1.7%
0.01%
-12.5%
Q3 2021$43,000
-2.3%
1,408
+3.0%
0.01%0.0%
Q2 2021$44,000
+2.3%
1,367
+0.5%
0.01%
-20.0%
Q1 2021$43,000
+7.5%
1,360
+0.9%
0.01%0.0%
Q4 2020$40,000
+21.2%
1,348
+0.5%
0.01%
-9.1%
Q3 2020$33,000
-29.8%
1,341
-27.7%
0.01%
-38.9%
Q2 2020$47,000
-11.3%
1,855
-21.5%
0.02%
-25.0%
Q1 2020$53,000
-58.6%
2,363
-37.9%
0.02%
-50.0%
Q4 2019$128,000
+4.1%
3,804
-5.1%
0.05%
-12.7%
Q3 2019$123,0000.0%4,009
+0.9%
0.06%
+3.8%
Q2 2019$123,000
+18.3%
3,974
+17.6%
0.05%0.0%
Q1 2019$104,000
+23.8%
3,379
+15.0%
0.05%
-3.6%
Q4 2018$84,000
-25.0%
2,937
-14.1%
0.06%
-17.9%
Q3 2018$112,000
+19.1%
3,421
+19.0%
0.07%
-4.3%
Q1 2018$94,000
-9.6%
2,874
-3.0%
0.07%
-10.3%
Q4 2017$104,000
+6.1%
2,963
+0.9%
0.08%
-11.4%
Q3 2017$98,000
+6.5%
2,937
+3.5%
0.09%
-8.3%
Q2 2017$92,000
+5.7%
2,838
+1.2%
0.10%
+4.3%
Q1 2017$87,000
+8.8%
2,803
+6.6%
0.09%
-15.6%
Q4 2016$80,0002,6300.11%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Eagle Bluffs Wealth Management LLC 348,672$9,033,4916.94%
FORTE ASSET MANAGEMENT LLC 335,587$8,694,5385.84%
COWA, LLC 305,044$7,749,5575.23%
Gunma Bank,Ltd. 246,000$6,2484.55%
Johnson & White Wealth Management, LLC 181,695$4,6154.17%
Fountainhead AM, LLC 470,482$11,950,2304.16%
Operose Advisors LLC 371,519$9,436,5783.74%
GDS Wealth Management 859,564$21,832,9263.43%
Kerntke Otto McGlone Wealth Management Group 127,836$3,247,0593.35%
Key Bridge Compliance, LLC 398,018$10,109,6453.16%
View complete list of ISHARES TR shareholders