Patriot Financial Group Insurance Agency, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 195 filers reported holding ISHARES TR in Q4 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 Q4 2021
NameSharesValueWeighting ↓
Destination Wealth Management 633,344$46,601,4351.81%
BOS Asset Management, LLC 25,014$1,840,5301.35%
Bellwether Advisors, LLC 63,241$4,653,2731.27%
First Citizens Financial Corp 22,528$1,657,6101.17%
LBMC INVESTMENT ADVISORS, LLC 120,663$8,573,1110.91%
TAP Consulting, LLC 31,479$2,316,2230.60%
Essex LLC 24,252$1,784,4620.50%
Family Firm, Inc. 23,625$1,738,3320.49%
HOLDERNESS INVESTMENTS CO 17,000$1,250,8940.49%
COUNTRY CLUB BANK /GFN 81,114$5,958,6330.48%
View complete list of ISHARES TR shareholders