Patriot Financial Group Insurance Agency, LLC - ISHARES TR ownership

ISHARES TR's ticker is KXI and the CUSIP is 464288737. A total of 112 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Patriot Financial Group Insurance Agency, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2021$163,000
-15.1%
2,800
-14.8%
0.04%
-22.9%
Q4 2020$192,000
+8.5%
3,288
+2.9%
0.05%
-17.2%
Q3 2020$177,000
+71.8%
3,196
+60.8%
0.06%
+48.7%
Q2 2020$103,000
+1960.0%
1,987
+3874.0%
0.04%
+875.0%
Q1 2018$5,0000.0%500.0%0.00%0.0%
Q4 2017$5,000
-50.0%
50
-50.0%
0.00%
-55.6%
Q3 2017$10,0000.0%1000.0%0.01%
-10.0%
Q2 2017$10,000
+100.0%
100
+100.0%
0.01%
+100.0%
Q1 2017$5,000
-44.4%
50
-50.0%
0.01%
-58.3%
Q4 2016$9,0001000.01%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Fortis Advisors, LLC 82,341$3,442,0001.99%
Financial & Tax Architects, LLC 18,864$1,153,3450.56%
Slow Capital, Inc. 47,176$2,884,0000.54%
WealthBridge Capital Management, LLC 15,309$936,0000.34%
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 36,249$2,216,2640.27%
Cedar Brook Financial Partners, LLC 10,457$639,0000.18%
McKinley Carter Wealth Services, Inc. 35,083$2,145,0000.18%
Madden Advisory Services, Inc. 3,763$230,0000.17%
Richard Bernstein Advisors LLC 129,945$7,945,0000.16%
Crescent Grove Advisors, LLC 21,550$1,318,0000.14%
View complete list of ISHARES TR shareholders