Patriot Financial Group Insurance Agency, LLC - ISHARES TR ownership

ISHARES TR's ticker is REZ and the CUSIP is 464288562. A total of 111 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.02 and the average weighting 0.2%.

Quarter-by-quarter ownership
Patriot Financial Group Insurance Agency, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$2,000
-86.7%
20
-86.5%
0.00%
-100.0%
Q4 2021$15,000
-25.0%
148
-36.8%
0.00%
-50.0%
Q3 2021$20,000
+5.3%
234
+0.4%
0.00%
+33.3%
Q2 2021$19,000
+11.8%
2330.0%0.00%
-25.0%
Q1 2021$17,000
+183.3%
233
+174.1%
0.00%
+100.0%
Q4 2020$6,000850.00%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Claremont Financial Group, Inc. 26,298$2,567,00010.97%
Franklin, Parlapiano, Turner & Welch, LLC 353,896$33,942,00010.09%
Ascension Capital Advisors, Inc. 74,482$7,144,0005.76%
Bullseye Investment Management, LLC 63,185$6,060,0005.15%
INTERACTIVE FINANCIAL ADVISORS, INC. 47,367$4,543,0002.13%
Clearwater Capital Advisors, LLC 173,922$16,681,0001.91%
Capital Asset Advisory Services LLC 163,679$15,698,0001.67%
PACIFIC SUN FINANCIAL CORP 31,077$2,981,0001.63%
Ackerman Capital Advisors, LLC 54,385$5,216,0001.23%
Eagle Strategies LLC 31,603$3,031,0001.18%
View complete list of ISHARES TR shareholders