Patriot Financial Group Insurance Agency, LLC - ISHARES TR ownership

ISHARES TR's ticker is MCHI and the CUSIP is 46429B671. A total of 273 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 1.13 and the average weighting 0.6%.

Quarter-by-quarter ownership
Patriot Financial Group Insurance Agency, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$206,537
-41.8%
4,771
-33.0%
0.04%
-40.3%
Q1 2023$355,017
-14.1%
7,116
-18.2%
0.07%
+28.6%
Q4 2022$413,393
+16.8%
8,703
+4.7%
0.06%
-34.9%
Q3 2022$354,000
-9.0%
8,314
+19.4%
0.09%
+8.9%
Q2 2022$389,000
+49.0%
6,965
+41.3%
0.08%
+71.7%
Q1 2022$261,000
+27.9%
4,930
+51.9%
0.05%
+35.3%
Q4 2021$204,000
+5000.0%
3,245
+6140.4%
0.03%
+3300.0%
Q3 2021$4,000
+33.3%
52
+30.0%
0.00%0.0%
Q2 2021$3,0000.0%40
+14.3%
0.00%0.0%
Q1 2021$3,000
-40.0%
35
-40.7%
0.00%0.0%
Q4 2020$5,000
+25.0%
59
+20.4%
0.00%0.0%
Q3 2020$4,0000.0%49
-30.0%
0.00%
-50.0%
Q3 2019$4,0000.0%700.0%0.00%0.0%
Q2 2019$4,0000.0%700.0%0.00%0.0%
Q1 2019$4,0000.0%700.0%0.00%
-33.3%
Q4 2018$4,0000.0%700.0%0.00%
+50.0%
Q3 2018$4,000700.00%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Windmill Hill Asset Management Ltd 398,000$32,226,0009.48%
Glovista Investments LLC 327,343$26,642,0008.67%
Accuvest Global Advisors 29,433$2,383,0007.24%
Richard Bernstein Advisors LLC 3,456,024$279,835,0006.88%
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 893,180$72,325,0004.26%
PROVIDA PENSION FUND ADMINISTRATOR 2,373,374$217,559,0004.06%
SUMITOMO MITSUI FINANCIAL GROUP, INC. 1,450,000$117,334,0002.89%
B, B, H, & B INC. 38,304$3,101,0002.67%
ACIMA PRIVATE WEALTH, LLC 63,323$5,127,0002.66%
Prism Advisors, Inc. 83,075$6,727,0002.54%
View complete list of ISHARES TR shareholders