Patriot Financial Group Insurance Agency, LLC - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 315 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.38 and the average weighting 0.1%.

Quarter-by-quarter ownership
Patriot Financial Group Insurance Agency, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$258,566
+5.1%
2,216
+3.6%
0.05%
-2.0%
Q1 2023$246,099
+11.1%
2,139
+8.0%
0.05%
+66.7%
Q4 2022$221,551
+5.5%
1,981
-6.6%
0.03%
-30.2%
Q2 2022$210,000
-15.3%
2,122
-5.0%
0.04%
-2.3%
Q1 2022$248,000
+5.5%
2,234
-2.2%
0.04%
+12.8%
Q4 2021$235,000
-2.5%
2,285
-1.0%
0.04%
-9.3%
Q3 2021$241,000
-4.7%
2,308
+0.1%
0.04%
-6.5%
Q2 2021$253,000
+9.1%
2,306
+3.5%
0.05%
-13.2%
Q1 2021$232,000
+47.8%
2,228
+34.6%
0.05%
+35.9%
Q4 2020$157,000
+14.6%
1,655
+91.3%
0.04%
-13.3%
Q3 2020$137,000
-57.7%
865
-56.0%
0.04%
-63.7%
Q2 2020$324,000
+14.1%
1,966
-0.4%
0.12%
-4.6%
Q1 2020$284,000
-34.0%
1,974
+2.0%
0.13%
-19.3%
Q4 2019$430,000
-0.2%
1,935
+0.8%
0.16%
-17.0%
Q3 2019$431,000
+5.1%
1,920
+0.1%
0.19%
+9.6%
Q2 2019$410,000
+8.2%
1,919
+1.1%
0.18%
-8.8%
Q1 2019$379,000
+32.1%
1,898
+14.4%
0.19%
+2.6%
Q4 2018$287,000
-22.4%
1,659
-2.9%
0.19%
-14.5%
Q3 2018$370,000
+20.9%
1,709
+7.5%
0.22%
-32.4%
Q2 2018$306,000
-56.3%
1,590
-55.8%
0.33%
-37.0%
Q1 2018$701,000
+17.4%
3,596
+17.4%
0.52%
+16.1%
Q4 2017$597,000
+29.2%
3,063
+20.8%
0.45%
+8.2%
Q3 2017$462,000
+69.9%
2,536
+50.1%
0.41%
+45.9%
Q2 2017$272,000
+115.9%
1,690
+97.2%
0.28%
+112.8%
Q1 2017$126,0008570.13%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Chicago Wealth Management, Inc. 70,956$7,519,1895.92%
PARAGON FINANCIAL PARTNERS, INC. 30,330$3,214,0283.34%
HERBST GROUP, LLC 42,795$4,534,9973.24%
MinichMacGregor Wealth Management, LLC 86,757$9,193,6833.04%
Gruss & Co., LLC 3,000$317,9102.69%
FOCUS Wealth Advisors, LLC 34,646$3,671,4372.55%
Bluesphere Advisors, LLC 32,313$3,424,2452.46%
WealthCare Investment Partners, LLC 35,971$3,769,0172.29%
MRA Advisory Group 26,736$2,833,1692.02%
5th Street Advisors, LLC 27,426$2,906,3341.92%
View complete list of ISHARES TR shareholders