Patriot Financial Group Insurance Agency, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 304 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.07 and the average weighting 0.1%.

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 Q3 2021
NameSharesValueWeighting ↓
Kellett Wealth Advisors, LLC 122,085$10,583,0008.10%
First Citizens Financial Corp 59,337$5,144,0003.76%
HC Advisors, LLC 56,984$4,940,0003.03%
Paragon Wealth Strategies, LLC 134,774$11,684,0002.82%
Magnus Financial Group LLC 171,216$14,843,0002.82%
ETFIDEA, LLC 76,600$6,640,4542.67%
BEAM WEALTH ADVISORS, INC. 26,175$2,269,0002.60%
Stillwater Capital Advisors, LLC 174,315$15,111,0002.30%
GDS Wealth Management 105,788$9,171,0002.05%
Somerset Group LLC 33,465$2,901,0001.96%
View complete list of ISHARES TR shareholders