Patriot Financial Group Insurance Agency, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 341 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 2.81 and the average weighting 1.0%.

Quarter-by-quarter ownership
Patriot Financial Group Insurance Agency, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$317,047
-40.5%
5,285
-37.8%
0.07%
-34.0%
Q2 2023$532,458
+28.8%
8,503
+27.5%
0.10%
+19.0%
Q1 2023$413,268
+5.4%
6,671
-1.5%
0.08%
+58.5%
Q4 2022$392,021
+16.3%
6,773
+2.2%
0.05%
-35.4%
Q3 2022$337,000
+132.4%
6,626
+160.6%
0.08%
+182.8%
Q2 2022$145,000
+417.9%
2,543
+504.0%
0.03%
+480.0%
Q1 2022$28,000
-76.7%
421
-75.2%
0.01%
-75.0%
Q4 2021$120,000
+96.7%
1,696
+31.4%
0.02%
-28.6%
Q1 2020$61,000
-23.8%
1,2910.0%0.03%
-6.7%
Q4 2019$80,000
+6.7%
1,291
-90.1%
0.03%
-11.8%
Q3 2019$75,000
-8.5%
12,991
+833.9%
0.03%
-2.9%
Q2 2019$82,000
-5.7%
1,391
-7.5%
0.04%
-22.2%
Q1 2019$87,000
+19.2%
1,503
+8.1%
0.04%
-6.2%
Q4 2018$73,000
-13.1%
1,3910.0%0.05%
-4.0%
Q3 2018$84,000
+86.7%
1,391
+85.0%
0.05%
+4.2%
Q2 2018$45,000
-46.4%
752
-44.5%
0.05%
-22.6%
Q1 2018$84,000
+189.7%
1,355
+202.5%
0.06%
+181.8%
Q4 2017$29,000
+38.1%
448
+28.0%
0.02%
+15.8%
Q3 2017$21,000
+5.0%
3500.0%0.02%
-9.5%
Q2 2017$20,000
+53.8%
350
+40.0%
0.02%
+16.7%
Q4 2016$13,0002500.02%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 10,112,766$587,248,00035.23%
Disciplina Capital Management LLC 927,721$53,872,75834.73%
AGILIS PARTNERS LLC 373,238$21,674,00018.45%
Financial Advisors, LLC 380,710$22,108,00015.10%
Sequoia Financial Advisors, LLC 2,755,366$160,004,00013.14%
American Financial Network Advisory Services LLC 304,633$17,568,00012.99%
KEMPER Corp 1,311,432$76,155,00011.51%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 2,048,617$118,963,00011.13%
CAHABA WEALTH MANAGEMENT, INC. 641,177$37,233,00010.06%
BIEGEL & WALLER LLC 289,945$16,837,0008.66%
View complete list of ISHARES TR shareholders