Patriot Financial Group Insurance Agency, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 635 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.00 and the average weighting 0.3%.

Quarter-by-quarter ownership
Patriot Financial Group Insurance Agency, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$328,800
-3.4%
4,384
-7.9%
0.06%
-10.1%
Q1 2023$340,531
+4.7%
4,7620.0%0.07%
+56.8%
Q4 2022$325,245
+1.6%
4,762
-6.3%
0.04%
-43.6%
Q3 2022$320,000
-17.7%
5,081
-16.7%
0.08%
-1.3%
Q2 2022$389,000
+5.4%
6,100
+27.7%
0.08%
+19.7%
Q1 2022$369,000
-4.4%
4,777
+5.6%
0.07%
+3.1%
Q4 2021$386,000
-21.4%
4,525
-27.0%
0.06%
-26.4%
Q3 2021$491,000
-14.9%
6,201
-13.1%
0.09%
-17.1%
Q2 2021$577,000
+4708.3%
7,132
+12867.3%
0.10%
+2000.0%
Q2 2019$12,000
+20.0%
55
-1.8%
0.01%
-64.3%
Q4 2016$10,000560.01%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Centerpoint Advisors, LLC 67,506$14,739,00012.84%
Capital Directions Investment Advisors, LLC 143,579$31,348,0009.85%
Broadview Financial Management, LLC 42,034$9,177,0009.06%
Pinnacle Family Advisors, LLC 63,881$13,947,0007.96%
Howard Capital Management Inc. 203,248$44,375,0005.60%
Monument Capital Management 34,181$7,280,0004.98%
Perkins Coie Trust Co 44,164$9,642,0004.79%
LVZ, Inc. 71,563$15,624,0004.24%
Capital Advisors, Ltd. LLC 58,064$12,677,0004.10%
Starfire Investment Advisers, Inc. 32,269$7,045,0003.67%
View complete list of ISHARES TR shareholders