Patriot Financial Group Insurance Agency, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 418 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Patriot Financial Group Insurance Agency, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$82,000
+331.6%
749
+332.9%
0.02%
+466.7%
Q1 2022$19,000
-83.8%
173
-83.6%
0.00%
-84.2%
Q4 2021$117,000
+631.2%
1,057
+619.0%
0.02%
+533.3%
Q3 2021$16,0000.0%1470.0%0.00%0.0%
Q2 2021$16,0000.0%1470.0%0.00%
-25.0%
Q1 2021$16,000
-20.0%
147
-19.2%
0.00%
-20.0%
Q4 2020$20,0000.0%1820.0%0.01%
-28.6%
Q3 2020$20,000
-58.3%
182
-58.0%
0.01%
-61.1%
Q2 2020$48,000
+118.2%
433
+116.5%
0.02%
+80.0%
Q1 2020$22,000
+22.2%
200
+23.5%
0.01%
+42.9%
Q4 2019$18,000
-18.2%
162
-17.8%
0.01%
-30.0%
Q3 2019$22,000
+22.2%
197
+21.6%
0.01%
+25.0%
Q2 2019$18,000
+12.5%
162
+13.3%
0.01%0.0%
Q1 2019$16,000
-61.0%
143
-61.6%
0.01%
-70.4%
Q4 2018$41,0003720.03%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Marks Wealth, LLC 71,534$7,904,50770.88%
ACUTE INVESTMENT ADVISORY, LLC 751,003$82,985,83454.36%
Gateway Advisory, LLC 1,698,780$187,71541.80%
LaSalle St. Investment Advisors, LLC 738,904$81,64836.07%
PEAVINE CAPITAL, LLC 1,227,795$135,671,35731.32%
Cornerstone Retirement Group, Inc. 846,569$93,545,91127.44%
Estate Counselors, LLC 1,187,945$131,267,92317.35%
AFFINIA FINANCIAL GROUP, LLC 201,113$22,198,74116.43%
Crane Advisory, LLC 432,798$47,703,02016.21%
Allred Capital Management, LLC 274,859$30,371,87616.09%
View complete list of ISHARES TR shareholders