Patriot Financial Group Insurance Agency, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 607 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 16.37 and the average weighting 0.8%.

Quarter-by-quarter ownership
Patriot Financial Group Insurance Agency, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$360,045
-69.1%
16,336
-67.9%
0.07%
-66.4%
Q2 2023$1,165,679
-37.5%
50,903
-36.2%
0.22%
-41.8%
Q1 2023$1,865,514
+2.9%
79,791
+0.0%
0.38%
+54.9%
Q4 2022$1,812,793
-29.7%
79,788
-29.6%
0.24%
-61.2%
Q3 2022$2,580,000
+6.1%
113,337
+11.4%
0.63%
+27.3%
Q2 2022$2,432,000
-2.6%
101,773
+1.5%
0.49%
+11.0%
Q1 2022$2,498,000
-5.7%
100,265
+1.0%
0.44%
+1.1%
Q4 2021$2,649,000
+3.6%
99,286
+3.0%
0.44%
-2.9%
Q3 2021$2,557,000
-21.3%
96,389
-21.1%
0.45%
-23.6%
Q2 2021$3,248,000
-8.7%
122,091
-10.1%
0.59%
-27.2%
Q1 2021$3,557,000
+22.7%
135,824
+27.6%
0.82%
+12.1%
Q4 2020$2,899,000
-6.2%
106,407
-3.8%
0.73%
-27.7%
Q3 2020$3,092,000
+6.7%
110,643
+6.8%
1.01%
-9.3%
Q2 2020$2,899,000
-10.7%
103,564
-10.7%
1.11%
-25.2%
Q1 2020$3,247,000
+131.3%
115,930
+114.2%
1.48%
+181.4%
Q4 2019$1,404,000
+29.5%
54,120
+31.4%
0.53%
+8.2%
Q3 2019$1,084,000
+189.8%
41,182
+183.8%
0.49%
+202.5%
Q2 2019$374,000
+103.3%
14,510
+98.9%
0.16%
+71.3%
Q1 2019$184,000
+192.1%
7,294
+186.3%
0.09%
+129.3%
Q4 2018$63,000
+8.6%
2,548
+6.3%
0.04%
+17.1%
Q3 2018$58,000
+45.0%
2,397
+47.7%
0.04%
-18.6%
Q2 2018$40,000
-49.4%
1,623
-49.5%
0.04%
-25.9%
Q1 2018$79,000
+1480.0%
3,216
+1508.0%
0.06%
+1350.0%
Q4 2017$5,0000.0%2000.0%0.00%0.0%
Q3 2017$5,0000.0%2000.0%0.00%
-20.0%
Q2 2017$5,0000.0%2000.0%0.01%0.0%
Q1 2017$5,0000.0%2000.0%0.01%
-28.6%
Q4 2016$5,0002000.01%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Antonetti Capital Management LLC 534,175$11,773,22418.39%
Hoese & Co LLP 765,533$16,864,57617.28%
Heirloom Wealth Management 1,591,598$35,078,82015.59%
Nationwide Fund Advisors 5,761,302$126,979,09613.88%
Fund Evaluation Group, LLC 5,855,554$129,05611.47%
ERTS Wealth Advisors, LLC 2,119,842$46,721,31511.25%
Crane Advisory, LLC 1,895,834$41,641,99510.44%
COOK WEALTH MANAGEMENT GROUP LLC 620,159$13,519,46610.37%
ACCESS FINANCIAL SERVICES, INC. 757,595$16,697,39410.00%
Spectrum Asset Management, Inc. (NB/CA) 785,340$17,308,9009.09%
View complete list of ISHARES TR shareholders