Patriot Financial Group Insurance Agency, LLC - ISHARES TR ownership

ISHARES TR's ticker is GVI and the CUSIP is 464288612. A total of 200 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Patriot Financial Group Insurance Agency, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$369,733
+62.9%
3,649
+65.4%
0.08%
+76.7%
Q2 2023$226,997
+11249.8%
2,206
+9491.3%
0.04%
Q2 2022$2,0000.0%230.0%0.00%
Q1 2022$2,000
-33.3%
230.0%0.00%
Q4 2021$3,0000.0%230.0%0.00%
-100.0%
Q3 2021$3,000
+50.0%
23
+9.5%
0.00%
Q2 2021$2,0000.0%210.0%0.00%
Q1 2021$2,0000.0%210.0%0.00%
-100.0%
Q4 2020$2,0000.0%210.0%0.00%0.0%
Q3 2020$2,0000.0%21
+5.0%
0.00%0.0%
Q2 2020$2,000
-33.3%
20
-9.1%
0.00%0.0%
Q1 2020$3,000
+50.0%
220.0%0.00%0.0%
Q4 2019$2,0000.0%220.0%0.00%0.0%
Q3 2019$2,000220.00%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
DT Investment Partners, LLC 810,560$92,201,00012.00%
Wealthstar Advisors, LLC 217,800$24,770,0008.50%
GERMAN AMERICAN BANCORP, INC. 491,025$55,854,0007.83%
Strategic Financial Services, Inc, 899,995$102,374,0007.62%
MERIDIAN MANAGEMENT CO 172,825$19,659,0005.70%
C M BIDWELL & ASSOCIATES LTD 45,770$5,206,0003.20%
NORTHWEST INVESTMENT COUNSELORS, LLC 106,219$12,082,0002.97%
HOWE & RUSLING INC 208,196$23,682,0002.78%
Integrated Investment Consultants, LLC 89,586$10,191,0002.72%
Bank of New Hampshire 85,486$9,724,0002.36%
View complete list of ISHARES TR shareholders