Patriot Financial Group Insurance Agency, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 296 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Patriot Financial Group Insurance Agency, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$4,000
-42.9%
48
-41.5%
0.00%0.0%
Q4 2021$7,000
+75.0%
82
+70.8%
0.00%0.0%
Q3 2021$4,0000.0%480.0%0.00%0.0%
Q2 2021$4,0000.0%480.0%0.00%0.0%
Q1 2021$4,000
+33.3%
480.0%0.00%0.0%
Q4 2020$3,0000.0%48
+100.0%
0.00%0.0%
Q3 2020$3,0000.0%240.0%0.00%0.0%
Q2 2020$3,000
-96.1%
24
-96.4%
0.00%
-98.2%
Q1 2018$77,000
+102.6%
670
+109.4%
0.06%
+103.6%
Q4 2017$38,000
+5.6%
3200.0%0.03%
-12.5%
Q3 2017$36,000
+2.9%
3200.0%0.03%
-11.1%
Q2 2017$35,000
+6.1%
3200.0%0.04%
+2.9%
Q1 2017$33,000
+120.0%
320
+113.3%
0.04%
+66.7%
Q4 2016$15,0001500.02%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Annex Advisory Services, LLC 158,051$13,140,0004.49%
Nan Shan Life Insurance Co., Ltd. 254,305$21,143,0002.80%
Institute for Wealth Management, LLC. 34,833$2,896,0002.50%
Kovack Advisors, Inc. 17,405$1,447,0002.10%
Somerset Group LLC 24,329$2,023,0001.84%
Jaffetilchin Investment Partners, LLC 60,035$4,991,0001.78%
ASSETMARK, INC 903,389$75,108,0001.60%
PATTEN & PATTEN INC/TN 114,960$9,558,0001.55%
MASSACHUSETTS MUTUAL LIFE INSURANCE CO 4,848$403,0001.32%
BENJAMIN F. EDWARDS & COMPANY, INC. 54,276$4,513,0001.15%
View complete list of ISHARES TR shareholders