Patriot Financial Group Insurance Agency, LLC - ISHARES TR ownership

ISHARES TR's ticker is HEZU and the CUSIP is 46434V639. A total of 93 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Patriot Financial Group Insurance Agency, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2020$6,0000.0%213
+0.9%
0.00%0.0%
Q2 2020$6,000
-57.1%
211
-63.3%
0.00%
-66.7%
Q1 2020$14,000
-44.0%
575
-26.7%
0.01%
-33.3%
Q4 2019$25,000
-10.7%
784
-14.7%
0.01%
-30.8%
Q3 2019$28,000
-46.2%
919
-46.4%
0.01%
-40.9%
Q2 2019$52,000
-91.9%
1,714
-21.1%
0.02%
-93.3%
Q1 2019$644,000
+705.0%
2,171
-29.4%
0.33%
+522.6%
Q4 2018$80,000
-39.4%
3,077
-30.7%
0.05%
-32.9%
Q3 2018$132,000
+2.3%
4,438
+3.1%
0.08%
-42.8%
Q2 2018$129,000
-22.3%
4,303
-25.2%
0.14%
+12.2%
Q1 2018$166,000
-6.2%
5,754
-1.1%
0.12%
-6.8%
Q4 2017$177,000
+9.9%
5,816
+8.7%
0.13%
-8.3%
Q3 2017$161,0005,3500.14%
Other shareholders
ISHARES TR shareholders Q3 2017
NameSharesValueWeighting ↓
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 219,896$6,345,0003.84%
Permanens Capital L.P. 300,007$8,657,0001.95%
Endowment Wealth Management, Inc. 50,330$1,452,0001.76%
Robertson Stephens Wealth Management, LLC 329,205$9,499,0000.99%
Psagot Value Holdings Ltd. / (Israel) 55,257$1,594,0000.45%
55I, LLC 299,935$8,655,0000.24%
DIMENSION CAPITAL MANAGEMENT LLC 28,749$829,0000.20%
Financial Network Wealth Management LLC 7,196$208,0000.13%
FLOW TRADERS U.S. LLC 68,281$1,970,0000.11%
Clearwater Capital Advisors, LLC 16,950$489,0000.07%
View complete list of ISHARES TR shareholders