Patriot Financial Group Insurance Agency, LLC - ISHARES TR ownership

ISHARES TR's ticker is IPAC and the CUSIP is 46434V696. A total of 67 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Patriot Financial Group Insurance Agency, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2021$49,000
-2.0%
731
-5.8%
0.01%
-15.4%
Q4 2020$50,000
+13.6%
7760.0%0.01%
-7.1%
Q3 2020$44,000
-21.4%
776
-27.3%
0.01%
-33.3%
Q2 2020$56,000
-37.8%
1,068
-44.8%
0.02%
-48.8%
Q1 2020$90,000
+52.5%
1,935
+90.6%
0.04%
+86.4%
Q4 2019$59,000
+13.5%
1,015
+10.0%
0.02%
-4.3%
Q3 2019$52,000
+36.8%
923
+36.1%
0.02%
+43.8%
Q2 2019$38,000
+65.2%
678
+62.6%
0.02%
+33.3%
Q1 2019$23,000
+360.0%
417
+325.5%
0.01%
+300.0%
Q4 2018$5,000
-28.6%
98
-21.6%
0.00%
-40.0%
Q1 2018$7,0001250.01%
Other shareholders
ISHARES TR shareholders Q2 2018
NameSharesValueWeighting ↓
Alexandria Capital, LLC 106,667$5,090,0001.28%
ASSETMARK, INC 1,080,984$51,585,0000.96%
SUNTRUST BANKS INC 2,547,269$121,553,0000.75%
IFC Holdings Incorporated/FL 40,699$1,940,0000.26%
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 174,447$8,325,0000.19%
NATIONAL PLANNING CORP 40,318$1,736,0000.14%
ENVESTNET ASSET MANAGEMENT INC 575,916$27,483,0000.12%
Portfolio Solutions, LLC 15,086$720,0000.12%
INVESTMENT CENTERS OF AMERICA INC 15,867$758,0000.10%
LAZARD ASSET MANAGEMENT LLC 752,547$35,911,0000.08%
View complete list of ISHARES TR shareholders