Patriot Financial Group Insurance Agency, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 164 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 1.11 and the average weighting 0.1%.

Quarter-by-quarter ownership
Patriot Financial Group Insurance Agency, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$9,000
-43.8%
236
-39.6%
0.00%
-33.3%
Q1 2022$16,000
+45.5%
391
+3.7%
0.00%
+50.0%
Q4 2021$11,000
-8.3%
377
-12.9%
0.00%0.0%
Q3 2021$12,000
-29.4%
433
-27.1%
0.00%
-33.3%
Q2 2021$17,000
-54.1%
594
-42.0%
0.00%
-88.9%
Q1 2018$37,000
+12.1%
1,025
+24.2%
0.03%
+8.0%
Q4 2017$33,000
-10.8%
825
-16.7%
0.02%
-24.2%
Q3 2017$37,000
-11.9%
990
-16.8%
0.03%
-25.0%
Q2 2017$42,000
-8.7%
1,1900.0%0.04%
-8.3%
Q1 2017$46,000
-6.1%
1,1900.0%0.05%
-28.4%
Q4 2016$49,0001,1900.07%
Other shareholders
ISHARES TR shareholders Q3 2017
NameSharesValueWeighting ↓
Outlook Wealth Advisors, LLC 297,249$11,331,0004.64%
Dentgroup LLC 84,624$3,226,0003.59%
BRIGHT ROCK CAPITAL MANAGEMENT, LLC 300,000$11,436,0003.09%
Williams Financial, LLC 98,312$3,748,0003.05%
AVAII WEALTH MANAGEMENT, LLC 72,378$2,759,0002.95%
Bernardo Wealth Planning LLC 120,678$4,600,0002.63%
Buttonwood Financial Group, LLC 60,179$2,275,0002.23%
SPC Financial, Inc. 460,559$17,557,0002.17%
EQ LLC 64,473$2,458,0001.94%
First Citizens Financial Corp 44,630$1,701,0001.50%
View complete list of ISHARES TR shareholders