Patriot Financial Group Insurance Agency, LLC - ISHARES TR ownership

ISHARES TR's ticker is REM and the CUSIP is 46435G342. A total of 142 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 1.14 and the average weighting 0.3%.

Quarter-by-quarter ownership
Patriot Financial Group Insurance Agency, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$8,0000.0%290
+22.4%
0.00%
+100.0%
Q1 2022$8,0000.0%237
+0.4%
0.00%0.0%
Q4 2021$8,0000.0%236
+3.5%
0.00%0.0%
Q3 2021$8,0000.0%228
+0.4%
0.00%0.0%
Q2 2021$8,0000.0%227
+1.8%
0.00%
-50.0%
Q1 2021$8,000
-33.3%
223
-41.2%
0.00%
-33.3%
Q4 2020$12,000
-29.4%
379
-42.2%
0.00%
-50.0%
Q3 2020$17,000
+6.2%
656
+1.5%
0.01%0.0%
Q2 2020$16,000
+23.1%
646
-3.9%
0.01%0.0%
Q1 2020$13,000
-51.9%
672
+9.6%
0.01%
-40.0%
Q4 2019$27,000
+3.8%
613
+0.2%
0.01%
-16.7%
Q3 2019$26,0000.0%6120.0%0.01%
+9.1%
Q2 2019$26,000
-21.2%
612
-19.7%
0.01%
-35.3%
Q1 2019$33,000
+10.0%
762
+0.3%
0.02%
-15.0%
Q4 2018$30,000
+11.1%
760
+21.6%
0.02%
+25.0%
Q3 2018$27,0000.0%6250.0%0.02%
-44.8%
Q2 2018$27,000
+3.8%
6250.0%0.03%
+52.6%
Q1 2018$26,000
+23.8%
625
+31.6%
0.02%
+18.8%
Q4 2017$21,0004750.02%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
Advocacy Wealth Management Services, LLC 493,875$20,807,00013.88%
Flaharty Asset Management, LLC 276,781$11,661,0004.42%
Proficio Capital Partners LLC 133,025$5,604,0002.09%
SMH CAPITAL ADVISORS INC 17,123$721,0001.58%
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 320,418$13,499,0001.32%
Cornerstone Wealth Group, LLC 116,684$4,916,0001.23%
Edge Wealth Management LLC 115,837$4,880,0001.12%
TCG Advisors, LP 31,215$1,315,0000.95%
IFP Advisors, Inc 314,932$13,248,0000.89%
Nan Shan Life Insurance Co., Ltd. 652,014$27,469,0000.76%
View complete list of ISHARES TR shareholders