Patriot Financial Group Insurance Agency, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 182 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Patriot Financial Group Insurance Agency, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$36,000
-5.3%
4200.0%0.01%0.0%
Q1 2022$38,000
+2.7%
4200.0%0.01%
+16.7%
Q4 2021$37,000
+12.1%
4200.0%0.01%0.0%
Q3 2021$33,0000.0%4200.0%0.01%0.0%
Q2 2021$33,0000.0%4200.0%0.01%
-25.0%
Q1 2021$33,0000.0%4200.0%0.01%0.0%
Q4 2020$33,000
+6.5%
420
+100.0%
0.01%
-20.0%
Q3 2020$31,000
+6.9%
2100.0%0.01%
-9.1%
Q2 2020$29,0000.0%2100.0%0.01%
-15.4%
Q1 2020$29,000
-14.7%
2100.0%0.01%0.0%
Q4 2019$34,0000.0%2100.0%0.01%
-13.3%
Q3 2019$34,0002100.02%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Destination Wealth Management 299,602$42,004,0002.27%
LBMC INVESTMENT ADVISORS, LLC 65,297$9,155,0001.44%
First Citizens Financial Corp 6,330$887,0000.92%
BEAM WEALTH ADVISORS, INC. 6,154$873,0000.88%
Kalos Management, Inc. 12,954$1,816,0000.76%
HOLDERNESS INVESTMENTS CO 10,554$1,480,0000.66%
Carl P. Sherr & Co., LLC 4,718$661,0000.66%
MinichMacGregor Wealth Management, LLC 8,102$1,135,0000.63%
Family Firm, Inc. 11,147$1,563,0000.58%
Field & Main Bank 4,540$637,0000.54%
View complete list of ISHARES TR shareholders