Patriot Financial Group Insurance Agency, LLC - ISHARES TR ownership

ISHARES TR's ticker is EXI and the CUSIP is 464288729. A total of 58 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Patriot Financial Group Insurance Agency, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$14,000
-17.6%
1500.0%0.00%0.0%
Q1 2022$17,000
-10.5%
1500.0%0.00%0.0%
Q4 2021$19,000
+5.6%
1500.0%0.00%0.0%
Q3 2021$18,0000.0%1500.0%0.00%0.0%
Q2 2021$18,000
+5.9%
1500.0%0.00%
-25.0%
Q1 2021$17,000
+6.2%
1500.0%0.00%0.0%
Q4 2020$16,000
+14.3%
1500.0%0.00%
-20.0%
Q3 2020$14,000
+7.7%
1500.0%0.01%0.0%
Q2 2020$13,000
+18.2%
1500.0%0.01%0.0%
Q1 2020$11,000
-26.7%
1500.0%0.01%
-16.7%
Q4 2019$15,000
+7.1%
1500.0%0.01%0.0%
Q3 2019$14,0000.0%1500.0%0.01%0.0%
Q2 2019$14,000
+7.7%
1500.0%0.01%
-14.3%
Q1 2019$13,000
+8.3%
1500.0%0.01%
-12.5%
Q4 2018$12,000
-14.3%
1500.0%0.01%0.0%
Q3 2018$14,0001500.01%
Other shareholders
ISHARES TR shareholders Q3 2018
NameSharesValueWeighting ↓
Wharton Business Group, LLC 174,905$21,599,0001.33%
Bensler, LLC 21,156$2,612,6130.73%
Slow Capital, Inc. 33,128$4,091,0000.70%
Wealth Management Partners, LLC 6,000$796,0000.55%
Sunflower Bank, N.A. 28,226$3,486,0000.47%
SENTINEL TRUST CO LBA 18,800$2,322,0000.28%
TCWP LLC 8,847$1,092,0000.22%
NTV ASSET MANAGEMENT LLC 9,700$1,198,0000.20%
KCS Wealth Advisory 3,774$466,0000.19%
Laidlaw Wealth Management LLC 6,077$750,0000.12%
View complete list of ISHARES TR shareholders