Patriot Financial Group Insurance Agency, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 442 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.01 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 2021
NameSharesValueWeighting ↓
Chicago Wealth Management, Inc. 256,248$7,990,0005.36%
Fountainhead AM, LLC 324,535$10,119,0004.40%
First National Bank of Hutchinson 181,071$5,646,0003.22%
Berkeley Capital Partners, LLC 217,717$6,788,0002.79%
Gunma Bank,Ltd. 100,000$3,118,0002.73%
COWA, LLC 170,163$5,306,0002.67%
Sterling Financial Planning, Inc. 135,848$4,236,0002.65%
FUKOKU MUTUAL LIFE INSURANCE Co 898,000$28,000,0002.07%
Murphy, Middleton, Hinkle & Parker, Inc. 117,228$3,655,0001.95%
AGILIS PARTNERS LLC 121,247$3,780,0001.89%
View complete list of ISHARES TR shareholders