Patriot Financial Group Insurance Agency, LLC - ISHARES TR ownership

ISHARES TR's ticker is JKG and the CUSIP is 464288208. A total of 146 filers reported holding ISHARES TR in Q1 2022. 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
Q3 2023$901,445
-2.5%
15,092
+3.3%
0.19%
+6.9%
Q2 2023$924,287
+7.0%
14,604
+2.5%
0.17%
-0.6%
Q1 2023$863,877
+11.5%
14,246
+7.9%
0.18%
+68.3%
Q4 2022$774,796
+23.0%
13,206
+12.9%
0.10%
-32.0%
Q3 2022$630,000
+202.9%
11,695
+216.3%
0.15%
+264.3%
Q2 2022$208,000
+395.2%
3,698
+487.0%
0.04%
+500.0%
Q1 2022$42,0006300.01%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
PACIFIC FINANCIAL GROUP INC 28,030$7,048,0005.69%
Matrix Trust Co 77,863$19,578,0005.35%
Benchmark Wealth Management, LLC 22,448$5,644,0004.19%
Brand Asset Management Group, Inc. 11,046$2,777,0001.41%
Karp Capital Management Corp 18,099$4,551,0000.82%
Marshall Financial Group LLC 4,171$1,049,0000.63%
S.A. Mason LLC 2,706$680,0000.51%
TAP Consulting, LLC 4,308$1,083,0000.34%
DB Wealth Management Group, LLC 1,890$475,0000.32%
AVANTAX ADVISORY SERVICES, INC. 55,453$13,973,0000.30%
View complete list of ISHARES TR shareholders