Patriot Financial Group Insurance Agency, LLC - ISHARES TR ownership

ISHARES TR's ticker is JKF and the CUSIP is 464288109. A total of 95 filers reported holding ISHARES TR in Q3 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
Q2 2022$33,000
-55.4%
550
-49.2%
0.01%
-46.2%
Q1 2022$74,000
-18.7%
1,082
-17.5%
0.01%
-13.3%
Q4 2021$91,000
-38.5%
1,312
-43.4%
0.02%
-42.3%
Q3 2021$148,000
-7.5%
2,319
-6.2%
0.03%
-10.3%
Q2 2021$160,000
+3.2%
2,473
+95.8%
0.03%
-19.4%
Q1 2021$155,000
+72.2%
1,263
+58.5%
0.04%
+56.5%
Q4 2020$90,000
+36.4%
797
+19.8%
0.02%
+9.5%
Q3 2020$66,000
+1550.0%
665
+1446.5%
0.02%
+950.0%
Q2 2020$4,000430.00%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Matrix Trust Co 823,988$53,37013.93%
Lauer Wealth, LLC 96,431$6,277,6636.78%
BARRETT & COMPANY, INC. 86,005$5,570,5273.28%
Dentgroup LLC 58,931$3,816,9372.81%
SPC Financial, Inc. 257,840$16,700,2971.87%
KILEY JUERGENS WEALTH MANAGEMENT, LLC 79,594$5,155,3171.86%
Equitable Holdings, Inc. 1,380,703$89,428,1331.28%
Madison Wealth Partners, Inc 36,920$2,391,2801.21%
Derbend Asset Management 9,908$641,7410.44%
Brand Asset Management Group, Inc. 11,921$772,1240.40%
View complete list of ISHARES TR shareholders