Patriot Financial Group Insurance Agency, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 711 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.17 and the average weighting 0.3%.

Quarter-by-quarter ownership
Patriot Financial Group Insurance Agency, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,749,960
-5.8%
42,030
+0.4%
0.78%
+3.3%
Q2 2023$3,979,289
+2.6%
41,848
+1.0%
0.75%
-4.7%
Q1 2023$3,879,628
-0.1%
41,453
-2.5%
0.79%
+50.8%
Q4 2022$3,883,353
+10.5%
42,529
-0.2%
0.52%
-39.0%
Q3 2022$3,514,000
-12.2%
42,618
-5.2%
0.86%
+5.3%
Q2 2022$4,003,000
+43.0%
44,965
+64.5%
0.81%
+63.3%
Q1 2022$2,799,000
+22.0%
27,338
+24.5%
0.50%
+30.7%
Q4 2021$2,295,000
+33.4%
21,964
+28.5%
0.38%
+24.9%
Q3 2021$1,721,000
+18.4%
17,091
+24.0%
0.30%
+15.1%
Q2 2021$1,453,000
+36225.0%
13,778
+32704.8%
0.26%
+13150.0%
Q1 2020$4,000
-69.2%
42
-48.8%
0.00%
-60.0%
Q4 2019$13,000
-18.8%
82
-23.4%
0.01%
-28.6%
Q3 2019$16,000
+77.8%
107
+72.6%
0.01%
+75.0%
Q2 2019$9,000
+50.0%
62
+47.6%
0.00%
+33.3%
Q1 2019$6,000
-87.0%
42
-86.0%
0.00%
-91.2%
Q4 2017$46,0003000.03%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Portfolio Solutions, LLC 857,041$119,831,00016.58%
Noven Financial Group, Inc. 124,603$17,422,00011.11%
Palisades Hudson Asset Management, L.P. 117,331$16,405,0009.60%
Probity Advisors, Inc. 148,405$20,750,0007.83%
SONATA CAPITAL GROUP INC 61,979$8,666,0006.46%
HOME FEDERAL BANK OF TENNESSEE 77,836$10,883,0005.82%
NorthRock Partners, LLC 85,667$11,965,0005.01%
PHILLIPS FINANCIAL MANAGEMENT, LLC 138,297$19,814,0004.53%
Wolf Group Capital Advisors 39,414$5,511,0004.24%
Leicht Financial Planning & Wealth Management, Inc. 33,751$4,694,0004.04%
View complete list of ISHARES TR shareholders