Patriot Financial Group Insurance Agency, LLC - ISHARES TR ownership

ISHARES TR's ticker is REM and the CUSIP is 46435G342. A total of 143 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 2.17 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 Q2 2019
NameSharesValueWeighting ↓
Lion Street Advisors, LLC 82,181$3,658,00017.56%
Flaharty Asset Management, LLC 286,926$12,777,0004.52%
INTERACTIVE FINANCIAL ADVISORS, INC. 141,062$6,281,0002.83%
Proficio Capital Partners LLC 211,300$9,409,0002.71%
SMH CAPITAL ADVISORS INC 17,126$763,0001.51%
AdvisorShares Investments LLC 53,684$2,391,0001.49%
Gainplan LLC 62,532$2,785,0001.47%
Mount Lucas Management LP 159,555$7,105,0001.42%
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 330,087$14,699,0001.39%
Anfield Capital Management, LLC 62,959$2,687,0001.08%
View complete list of ISHARES TR shareholders