Patriot Financial Group Insurance Agency, LLC - ISHARES TR ownership

ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 144 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Patriot Financial Group Insurance Agency, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2020$80,000
-4.8%
1,4360.0%0.04%
+15.6%
Q4 2019$84,0000.0%1,4360.0%0.03%
-15.8%
Q3 2019$84,000
+2.4%
1,4360.0%0.04%
+8.6%
Q2 2019$82,000
+3.8%
1,4360.0%0.04%
-14.6%
Q1 2019$79,000
+3.9%
1,4360.0%0.04%
-18.0%
Q4 2018$76,000
-1.3%
1,4360.0%0.05%
+8.7%
Q3 2018$77,000
+57.1%
1,436
+212.2%
0.05%
-11.5%
Q2 2018$49,000
+75.0%
460
+78.3%
0.05%
+147.6%
Q1 2018$28,0002580.02%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
Sensible Financial Planning & Management, LLC. 1,308,701$62,883,00016.18%
Aprio Wealth Management, LLC 326,105$15,669,0006.29%
Long Run Wealth Advisors, LLC 236,846$11,380,0004.51%
Insight Wealth Partners, LLC 71,772$3,449,0003.25%
Center For Asset Management LLC 53,672$2,579,0002.56%
Allworth Financial LP 3,395,318$163,145,0002.06%
Shelter Mutual Insurance Co 130,000$6,247,0002.02%
Tolleson Wealth Management, Inc. 124,645$5,989,0001.80%
IVC Wealth Advisors LLC 43,542$2,092,0001.68%
Avidian Wealth Solutions, LLC 451,034$21,672,0001.57%
View complete list of ISHARES TR shareholders