Patriot Financial Group Insurance Agency, LLC - ISHARES TR ownership

ISHARES TR's ticker is IAT and the CUSIP is 464288778. A total of 129 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.1%.

Quarter-by-quarter ownership
Patriot Financial Group Insurance Agency, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$235,260
+16.5%
4,938
+16.6%
0.03%
-34.7%
Q3 2022$202,000
-5.6%
4,236
-2.6%
0.05%
+14.0%
Q2 2022$214,000
-15.7%
4,348
+0.9%
0.04%
-4.4%
Q1 2022$254,000
-24.0%
4,311
-20.2%
0.04%
-18.2%
Q4 2021$334,000
+6.4%
5,403
+4.1%
0.06%
-1.8%
Q3 2021$314,000
+4.3%
5,190
-0.8%
0.06%
+1.8%
Q2 2021$301,000
-0.3%
5,230
-1.7%
0.06%
-20.3%
Q1 2021$302,000
+44.5%
5,321
+15.3%
0.07%
+32.7%
Q4 2020$209,000
+134.8%
4,615
+70.7%
0.05%
+79.3%
Q3 2020$89,000
+7.2%
2,704
+10.4%
0.03%
-9.4%
Q2 2020$83,000
-5.7%
2,450
-19.1%
0.03%
-20.0%
Q1 2020$88,000
-56.9%
3,028
-24.2%
0.04%
-48.1%
Q4 2019$204,000
+18.6%
3,994
+8.4%
0.08%0.0%
Q3 2019$172,000
-33.8%
3,686
-35.1%
0.08%
-31.2%
Q2 2019$260,000
-14.5%
5,680
-19.3%
0.11%
-28.2%
Q1 2019$304,000
+10.1%
7,039
+1.7%
0.16%
-14.3%
Q4 2018$276,000
-24.8%
6,923
-7.5%
0.18%
-16.9%
Q3 2018$367,000
+31.1%
7,486
+31.3%
0.22%
-26.8%
Q2 2018$280,000
+8.9%
5,702
+9.4%
0.30%
+57.4%
Q1 2018$257,000
-3.0%
5,214
+0.1%
0.19%
-4.0%
Q4 2017$265,000
+9.1%
5,208
+1.1%
0.20%
-8.8%
Q3 2017$243,000
+48.2%
5,151
+44.8%
0.22%
+26.9%
Q2 2017$164,000
+56.2%
3,557
+48.1%
0.17%
+54.1%
Q1 2017$105,000
-13.2%
2,401
-11.2%
0.11%
-32.7%
Q4 2016$121,0002,7040.16%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Barry Investment Advisors, LLC 274,074$9,809,1083.21%
COTTONWOOD CAPITAL ADVISORS, LLC 56,199$2,011,3461.85%
Adams Wealth Management 96,741$3,462,3601.12%
Bell Bank 222,881$7,976,9110.84%
Aft, Forsyth & Sober, LLC 40,000$1,431,6000.72%
MARTIN & CO INC /TN/ 70,338$2,517,4060.65%
Endurance Wealth Management, Inc. 111,031$3,9740.56%
AUGUSTINE ASSET MANAGEMENT INC 20,000$715,8000.35%
Wealth Management Partners, LLC 11,212$401,2770.28%
Family Firm, Inc. 25,907$927,2040.26%
View complete list of ISHARES TR shareholders