Patriot Financial Group Insurance Agency, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 275 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 1.87 and the average weighting 0.4%.

Quarter-by-quarter ownership
Patriot Financial Group Insurance Agency, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$2,0000.0%360.0%0.00%
Q1 2022$2,000
-86.7%
36
-84.2%
0.00%
-100.0%
Q4 2021$15,000
-31.8%
228
-34.1%
0.00%
-50.0%
Q3 2021$22,000
-80.0%
346
+13.1%
0.00%
-80.0%
Q2 2021$110,000
-73.6%
306
-75.7%
0.02%
-78.9%
Q1 2021$416,000
-37.3%
1,260
-37.8%
0.10%
-42.8%
Q4 2020$663,000
+6.6%
2,025
-2.5%
0.17%
-17.8%
Q3 2020$622,000
+34.6%
2,076
+19.0%
0.20%
+14.1%
Q2 2020$462,000
+6500.0%
1,745
+5716.7%
0.18%
+4325.0%
Q1 2019$7,000
+16.7%
300.0%0.00%0.0%
Q4 2018$6,000
-14.3%
300.0%0.00%0.0%
Q3 2018$7,000
+16.7%
300.0%0.00%
-33.3%
Q2 2018$6,000
-85.7%
30
-87.0%
0.01%
-80.6%
Q1 2018$42,000
-12.5%
231
-14.1%
0.03%
-13.9%
Q4 2017$48,000
+6.7%
269
+1.1%
0.04%
-10.0%
Q3 2017$45,000
-15.1%
266
-16.6%
0.04%
-27.3%
Q2 2017$53,000
+278.6%
319
+250.5%
0.06%
+266.7%
Q1 2017$14,000
+250.0%
91
+203.3%
0.02%
+200.0%
Q4 2016$4,000300.01%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
Concorde Asset Management, LLC 22,979$5,227,0005.10%
LUCAS CAPITAL MANAGEMENT 18,486$4,205,0005.09%
CUMBERLAND ADVISORS INC 32,750$7,450,0004.99%
MinichMacGregor Wealth Management, LLC 32,249$7,343,0004.84%
PFM Health Sciences, LP 1,233,000$280,483,0004.11%
Donoghue Forlines LLC 212,300$48,294,0003.77%
SPC Financial, Inc. 78,356$17,824,0003.57%
Q3 Asset Management 6,687$1,521,0002.94%
Milestone Advisory Partners 17,129$3,897,0002.76%
Karp Capital Management Corp 34,583$7,867,0002.71%
View complete list of ISHARES TR shareholders