Patriot Financial Group Insurance Agency, LLC - ISHARES TR ownership

ISHARES TR's ticker is JKL and the CUSIP is 464288703. A total of 95 filers reported holding ISHARES TR in Q3 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
Q2 2022$14,000
-12.5%
2700.0%0.00%0.0%
Q1 2022$16,0000.0%270
+0.4%
0.00%0.0%
Q4 2021$16,000
+6.7%
2690.0%0.00%0.0%
Q3 2021$15,000
-6.2%
2690.0%0.00%0.0%
Q2 2021$16,000
+6.7%
269
+198.9%
0.00%0.0%
Q1 2021$15,000
+15.4%
900.0%0.00%0.0%
Q4 2020$13,000
+30.0%
900.0%0.00%0.0%
Q3 2020$10,000
+11.1%
900.0%0.00%0.0%
Q2 2020$9,000
+12.5%
900.0%0.00%
-25.0%
Q1 2020$8,000
-75.0%
90
-59.3%
0.00%
-66.7%
Q4 2019$32,000
+6.7%
2210.0%0.01%
-7.7%
Q3 2019$30,0000.0%221
+0.5%
0.01%0.0%
Q2 2019$30,0000.0%2200.0%0.01%
-13.3%
Q1 2019$30,000
+11.1%
2200.0%0.02%
-16.7%
Q4 2018$27,000
-20.6%
220
+0.5%
0.02%
-10.0%
Q3 2018$34,000
+88.9%
219
+65.9%
0.02%
+53.8%
Q1 2018$18,000
-10.0%
132
+0.8%
0.01%
-13.3%
Q4 2017$20,000
+5.3%
1310.0%0.02%
-11.8%
Q3 2017$19,000
+5.6%
1310.0%0.02%
-10.5%
Q2 2017$18,0000.0%131
+0.8%
0.02%0.0%
Q1 2017$18,000
-5.3%
130
+0.8%
0.02%
-26.9%
Q4 2016$19,0001290.03%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Matrix Trust Co 137,810$8,100,0002.12%
EisnerAmper Wealth Management Corporate Benefits, LLC 58,468$3,437,0001.74%
CORNERCAP INVESTMENT COUNSEL INC 94,536$5,557,0000.61%
Courage Miller Partners, LLC 18,863$1,109,0000.45%
Perennial Investment Advisors, LLC 20,225$1,189,0000.43%
Rodgers & Associates, LTD 35,285$2,074,0000.33%
Pflug Koory, LLC 8,349$491,0000.26%
Towerpoint Wealth, LLC 8,566$504,0000.25%
Chicago Partners Investment Group LLC 107,626$6,106,0000.23%
TAP Consulting, LLC 13,422$789,0000.22%
View complete list of ISHARES TR shareholders