Patriot Financial Group Insurance Agency, LLC - ISHARES TR ownership

ISHARES TR's ticker is ITB and the CUSIP is 464288752. A total of 345 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.90 and the average weighting 0.3%.

Quarter-by-quarter ownership
Patriot Financial Group Insurance Agency, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$18,000
-14.3%
352
+0.3%
0.00%0.0%
Q1 2022$21,000
-58.0%
351
-41.7%
0.00%
-50.0%
Q4 2021$50,000
+8.7%
602
-14.2%
0.01%0.0%
Q3 2021$46,000
-37.0%
702
-33.3%
0.01%
-38.5%
Q2 2021$73,000
+2.8%
1,052
+0.1%
0.01%
-18.8%
Q1 2021$71,000
+82.1%
1,051
+49.9%
0.02%
+60.0%
Q4 2020$39,000
+14.7%
701
+16.8%
0.01%
-9.1%
Q3 2020$34,000
+41.7%
600
+9.1%
0.01%
+22.2%
Q2 2020$24,0005500.01%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 238,548$18,723,6336.20%
COTTONWOOD CAPITAL ADVISORS, LLC 46,596$3,657,3533.42%
Riggs Asset Managment Co. Inc. 115,538$9,068,5783.23%
FOCUS Wealth Advisors, LLC 53,284$4,182,2612.90%
Kirkoswald Asset Management LLC 20,000$100,0002.64%
Portfolio Strategies, Inc. 174,103$13,665,0432.63%
Capital Asset Advisory Services LLC 451,624$35,691,8182.44%
SPC Financial, Inc. 238,572$18,725,5162.10%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 29,870$2,385,1682.06%
Eldridge Investment Advisors, Inc. 69,984$5,4931.82%
View complete list of ISHARES TR shareholders