Patriot Financial Group Insurance Agency, LLC - ISHARES TR ownership

ISHARES TR's ticker is ICLN and the CUSIP is 464288224. A total of 377 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.92 and the average weighting 0.3%.

Quarter-by-quarter ownership
Patriot Financial Group Insurance Agency, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$191,000
-11.6%
10,051
+0.1%
0.04%
+2.6%
Q1 2022$216,000
-29.2%
10,043
-30.4%
0.04%
-25.5%
Q4 2021$305,000
-1.3%
14,425
+1.2%
0.05%
-7.3%
Q3 2021$309,000
-7.2%
14,254
+0.4%
0.06%
-9.8%
Q2 2021$333,000
+92.5%
14,196
+99.7%
0.06%
+52.5%
Q1 2021$173,000
+154.4%
7,107
+194.7%
0.04%
+135.3%
Q4 2020$68,0002,4120.02%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Arlington Financial Advisors, LLC 1,136,648$24,608,0009.63%
Arosa Capital Management LP 2,300,000$49,795,0009.24%
ELEMENT POINTE ADVISORS, LLC 676,347$14,643,0004.94%
SPX Gestao de Recursos Ltda 1,085,000$23,490,250,0004.43%
TOBIAS FINANCIAL ADVISORS, INC. 517,951$11,214,0004.19%
PENOBSCOT WEALTH MANAGEMENT 181,816$3,936,0003.64%
Total Wealth Planning, LLC 458,692$9,931,0003.60%
Coastal Bridge Advisors, LLC 710,176$15,375,0003.55%
AMARILLO NATIONAL BANK 547,908$11,862,0002.46%
BOURGEON CAPITAL MANAGEMENT LLC 510,744$11,058,0002.36%
View complete list of ISHARES TR shareholders