Patriot Financial Group Insurance Agency, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 111 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Patriot Financial Group Insurance Agency, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$25,000
-10.7%
6930.0%0.01%0.0%
Q1 2022$28,000
+27.3%
6930.0%0.01%
+25.0%
Q4 2021$22,000
+10.0%
6930.0%0.00%0.0%
Q3 2021$20,000
-4.8%
693
-90.1%
0.00%0.0%
Q2 2021$21,000
+10.5%
6,993
+909.1%
0.00%0.0%
Q1 2021$19,000
+18.8%
6930.0%0.00%0.0%
Q4 2020$16,000
+14.3%
6930.0%0.00%
-20.0%
Q3 2020$14,000
-6.7%
6930.0%0.01%
-16.7%
Q2 2020$15,000
+25.0%
6930.0%0.01%
+20.0%
Q1 2020$12,000
-42.9%
6930.0%0.01%
-37.5%
Q4 2019$21,000
+5.0%
6930.0%0.01%
-11.1%
Q3 2019$20,000
-4.8%
6930.0%0.01%0.0%
Q2 2019$21,000
+162.5%
693
+191.2%
0.01%
+50.0%
Q1 2018$8,000
-11.1%
2380.0%0.01%
-14.3%
Q4 2017$9,000
-18.2%
238
-24.0%
0.01%
-30.0%
Q3 2017$11,000
+10.0%
3130.0%0.01%0.0%
Q2 2017$10,000
-72.2%
313
-70.0%
0.01%
-73.7%
Q1 2017$36,000
+227.3%
1,043
+233.2%
0.04%
+153.3%
Q4 2016$11,0003130.02%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
M Financial Asset Management, Inc. 24,604$741,0005.75%
Sowa Financial Group, Inc. 168,729$5,079,000,0004.13%
Family Firm, Inc. 278,623$8,387,0002.84%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 51,917$1,563,0001.43%
INTERACTIVE FINANCIAL ADVISORS, INC. 96,987$2,919,0001.32%
MOLLER WEALTH PARTNERS 71,887$2,164,0000.96%
Rampart Investment Management Company, LLC 235,029$7,074,0000.86%
Pure Financial Advisors, LLC 164,061$4,938,0000.84%
OXFORD FINANCIAL GROUP, LTD. LLC 84,607$2,547,0000.71%
Beacon Financial Advisory LLC 25,941$780,0000.67%
View complete list of ISHARES TR shareholders