Patriot Financial Group Insurance Agency, LLC - ISHARES TR ownership

ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 410 filers reported holding ISHARES TR in Q3 2021. 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 2023$488,645
-13.7%
7,068
-8.9%
0.10%
-5.6%
Q2 2023$565,973
+2.7%
7,760
+1.2%
0.11%
-4.5%
Q1 2023$550,862
-4.1%
7,668
-12.3%
0.11%
+45.5%
Q4 2022$574,496
+15.8%
8,739
-1.1%
0.08%
-36.4%
Q3 2022$496,000
-11.7%
8,833
-1.3%
0.12%
+6.1%
Q2 2022$562,000
-25.7%
8,952
-12.7%
0.11%
-15.6%
Q1 2022$756,000
-25.7%
10,252
-20.0%
0.14%
-20.1%
Q4 2021$1,018,000
+8.2%
12,809
+6.7%
0.17%
+1.2%
Q3 2021$941,000
+3.6%
12,002
+4.4%
0.17%
+0.6%
Q2 2021$908,000
+3.3%
11,491
-0.8%
0.17%
-17.4%
Q1 2021$879,000
+10.4%
11,584
+6.3%
0.20%
+0.5%
Q4 2020$796,000
+10.9%
10,901
-3.7%
0.20%
-14.5%
Q3 2020$718,000
+22.7%
11,317
+17.2%
0.23%
+4.5%
Q2 2020$585,000
+15.2%
9,656
+1.1%
0.22%
-3.4%
Q1 2020$508,000
-40.2%
9,553
-22.8%
0.23%
-27.3%
Q4 2019$850,000
+66.0%
12,367
+54.8%
0.32%
+38.7%
Q3 2019$512,000
+94.7%
7,991
+97.1%
0.23%
+103.5%
Q2 2019$263,000
+6475.0%
4,055
+6658.3%
0.11%
+5550.0%
Q1 2019$4,000
+33.3%
600.0%0.00%0.0%
Q4 2018$3,000
-25.0%
600.0%0.00%0.0%
Q3 2018$4,000600.00%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
BANK HAPOALIM BM 9,776$154,000,0007.18%
SPINNAKER TRUST 964,835$61,247,0005.43%
Tillar-Wenstrup Advisors, LLC 101,142$6,420,0003.72%
Ellevest, Inc. 260,155$16,515,0002.96%
C-J Advisory, Inc. 63,878$4,054,0002.95%
Private Ocean, LLC 194,914$12,373,0002.90%
Highland Private Wealth Management 221,993$14,092,0002.77%
Roof Eidam Maycock Peralta, LLC 96,995$6,157,0002.40%
FLPUTNAM INVESTMENT MANAGEMENT CO 658,701$41,814,0002.29%
Windsor Capital Management, LLC 85,665$5,438,0002.27%
View complete list of ISHARES TR shareholders