Patriot Financial Group Insurance Agency, LLC - ISHARES TR ownership

ISHARES TR's ticker is IEO and the CUSIP is 464288851. A total of 90 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.47 and the average weighting 0.1%.

Quarter-by-quarter ownership
Patriot Financial Group Insurance Agency, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$33,000
+17.9%
430
+30.3%
0.01%
+40.0%
Q1 2022$28,000
+154.5%
330
+83.3%
0.01%
+150.0%
Q4 2021$11,000
+10.0%
1800.0%0.00%0.0%
Q3 2021$10,0000.0%1800.0%0.00%0.0%
Q2 2021$10,000
+11.1%
1800.0%0.00%0.0%
Q1 2021$9,000
+50.0%
1800.0%0.00%0.0%
Q4 2020$6,000
+20.0%
1800.0%0.00%0.0%
Q3 2020$5,000
-16.7%
1800.0%0.00%0.0%
Q2 2020$6,000
+50.0%
1800.0%0.00%0.0%
Q1 2020$4,000
-60.0%
1800.0%0.00%
-50.0%
Q4 2019$10,000
+11.1%
1800.0%0.00%0.0%
Q3 2019$9,000
-10.0%
1800.0%0.00%0.0%
Q2 2019$10,0000.0%1800.0%0.00%
-20.0%
Q1 2019$10,000
+100.0%
180
+80.0%
0.01%
+66.7%
Q4 2018$5,000
-76.2%
100
-64.3%
0.00%
-76.9%
Q3 2018$21,0002800.01%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 149,888$8,709,0002.93%
EWG Elevate Inc. 119,167$6,925,0002.86%
ALTFEST L J & CO INC 71,752$4,169,0000.87%
GILL CAPITAL PARTNERS, LLC 22,628$1,315,0000.60%
MARTIN & CO INC /TN/ 42,677$2,480,0000.58%
Teamwork Financial Advisors, LLC 42,142$2,449,0000.48%
Independent Family Office, LLC 12,852$747,0000.31%
STERLING INVESTMENT ADVISORS LLC /ADV 5,966$347,0000.21%
CARRET ASSET MANAGEMENT, LLC 28,400$1,650,0000.20%
GRIMES & COMPANY, INC. 71,325$4,145,0000.18%
View complete list of ISHARES TR shareholders