Patriot Financial Group Insurance Agency, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 231 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.87 and the average weighting 0.2%.

Quarter-by-quarter ownership
Patriot Financial Group Insurance Agency, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$18,000
-79.3%
160
-80.2%
0.00%
-80.0%
Q3 2021$87,000
-3.3%
8100.0%0.02%
-6.2%
Q2 2021$90,000
-27.4%
810
-33.1%
0.02%
-42.9%
Q1 2021$124,000
+6.0%
1,2100.0%0.03%
-3.4%
Q4 2020$117,000
+1850.0%
1,210
+2320.0%
0.03%
+625.0%
Q4 2018$6,000
-60.0%
50
-46.8%
0.00%
-55.6%
Q3 2018$15,000940.01%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
MORGAN JESS S & CO INC 41,024$4,325,0003.15%
First Citizens Financial Corp 38,005$4,007,0003.01%
MinichMacGregor Wealth Management, LLC 82,130$8,658,0002.77%
Modus Advisors, LLC 43,822$4,620,0002.03%
MAGNOLIA CAPITAL MANAGEMENT LTD 22,010$2,321,0001.92%
NEIRG Wealth Management, LLC 83,210$8,773,0001.72%
Kesler, Norman & Wride, LLC 67,194$7,084,0001.58%
Rainsberger Wealth Advisors, Inc. 19,819$2,089,0001.34%
PLANNING DIRECTIONS INC 15,360$1,619,0001.14%
EUDAIMONIA ADVISORS LLC 16,900$1,782,0001.02%
View complete list of ISHARES TR shareholders