Patriot Financial Group Insurance Agency, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXG and the CUSIP is 464287333. A total of 258 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
Q2 2022$62,000
-75.0%
944
-69.8%
0.01%
-70.5%
Q1 2022$248,000
-68.3%
3,121
-68.0%
0.04%
-66.2%
Q4 2021$782,000
-11.0%
9,766
-12.9%
0.13%
-16.7%
Q3 2021$879,000
+16.1%
11,209
+14.9%
0.16%
+13.0%
Q2 2021$757,0009,7540.14%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Outlook Wealth Advisors, LLC 88,769$5,443,0002.44%
Richard Bernstein Advisors LLC 1,271,309$77,943,0001.95%
Ayalon Insurance Comp Ltd. 50,033$3,068,0001.44%
CLIENT 1ST ADVISORY GROUP, LLC 18,243$1,118,0000.70%
GREENWOOD CAPITAL ASSOCIATES LLC 65,575$4,021,0000.69%
Salomon & Ludwin, LLC 66,234$4,061,0000.61%
ICICI Prudential Asset Management Co Ltd 48,637$2,982,0000.46%
SENTINEL TRUST CO LBA 31,100$1,907,0000.31%
TCWP LLC 23,134$1,418,0000.30%
Mayfair Advisory Group, LLC 3,239$203,0000.29%
View complete list of ISHARES TR shareholders