Patriot Financial Group Insurance Agency, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 417 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.28 and the average weighting 0.2%.

Quarter-by-quarter ownership
Patriot Financial Group Insurance Agency, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$5,0000.0%190.0%0.00%0.0%
Q1 2022$5,000
-92.4%
19
-91.3%
0.00%
-90.9%
Q4 2021$66,000
-36.5%
219
-41.9%
0.01%
-38.9%
Q3 2021$104,000
+1.0%
3770.0%0.02%
-5.3%
Q2 2021$103,000
+8.4%
3770.0%0.02%
-13.6%
Q1 2021$95,000
+3.3%
377
+0.3%
0.02%
-4.3%
Q4 2020$92,000
+2200.0%
376
+1878.9%
0.02%
+2200.0%
Q3 2020$4,000
-42.9%
19
-38.7%
0.00%
-66.7%
Q2 2020$7,000
+16.7%
31
+3.3%
0.00%0.0%
Q1 2020$6,000
+20.0%
30
+20.0%
0.00%
+50.0%
Q4 2019$5,0000.0%25
+4.2%
0.00%0.0%
Q3 2019$5,000
+25.0%
24
+20.0%
0.00%0.0%
Q2 2019$4,000
-82.6%
20
-82.8%
0.00%
-83.3%
Q1 2019$23,000
+666.7%
116
+673.3%
0.01%
+500.0%
Q4 2018$3,000
-88.0%
15
-90.0%
0.00%
-88.9%
Q1 2018$25,000
-30.6%
150
-25.0%
0.02%
-33.3%
Q4 2017$36,000
-35.7%
200
-38.5%
0.03%
-46.0%
Q3 2017$56,000
+3.7%
3250.0%0.05%
-10.7%
Q2 2017$54,000
+8.0%
3250.0%0.06%
+5.7%
Q1 2017$50,000
+4.2%
3250.0%0.05%
-19.7%
Q4 2016$48,0003250.07%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
CONSOLIDATED CAPITAL MANAGEMENT, LLC 46,794$11,507,0007.35%
Sowa Financial Group, Inc. 30,388$7,473,0005.03%
First Citizens Financial Corp 19,195$4,672,0004.07%
JGP Wealth Management, LLC 58,474$14,776,0003.42%
Oakworth Capital, Inc. 95,927$23,589,0003.06%
HC Advisors, LLC 12,738$3,132,0002.14%
Cadent Capital Advisors, LLC 16,091$3,957,0001.95%
Kesler, Norman & Wride, LLC 28,270$6,952,0001.94%
PETTYJOHN, WOOD & WHITE, INC 22,458$5,523,0001.41%
Mine & Arao Wealth Creation & Management, LLC. 7,900$1,943,0001.40%
View complete list of ISHARES TR shareholders