Patriot Financial Group Insurance Agency, LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 375 filers reported holding ISHARES TR in Q2 2021. 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$39,000
-17.0%
4860.0%0.01%0.0%
Q1 2022$47,000
-9.6%
4860.0%0.01%
-11.1%
Q4 2021$52,000
+10.6%
486
-0.4%
0.01%
+12.5%
Q3 2021$47,0000.0%4880.0%0.01%
-11.1%
Q2 2021$47,000
-51.5%
488
-55.9%
0.01%
-59.1%
Q1 2021$97,000
+6.6%
1,1060.0%0.02%
-4.3%
Q4 2020$91,000
-21.6%
1,106
+40.0%
0.02%
-39.5%
Q3 2020$116,000
+20.8%
790
+9.6%
0.04%
+2.7%
Q2 2020$96,000
+31.5%
721
+7.9%
0.04%
+12.1%
Q1 2020$73,000
+87.2%
668
+128.0%
0.03%
+120.0%
Q4 2019$39,000
+225.0%
293
+202.1%
0.02%
+200.0%
Q3 2019$12,000970.01%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Colorado Capital Management, Inc. 30,364$3,208,0002.29%
CORBETT ROAD CAPITAL MANAGEMENT, LLC 13,336$1,787,0001.76%
LFA - Lugano Financial Advisors SA 15,318$2,053,0001.50%
Ellevest, Inc. 39,963$5,355,0001.49%
VERITY Wealth Advisors 11,251$1,508,0001.45%
Consolidated Planning Corp 9,476$1,270,0001.26%
C-J Advisory, Inc. 15,457$2,071,0001.23%
MISSION WEALTH MANAGEMENT, LP 86,311$11,567,0001.11%
TOMPKINS FINANCIAL CORP 43,228$5,793,0001.06%
BLUESTEM FINANCIAL ADVISORS, LLC 7,972$1,068,0000.97%
View complete list of ISHARES TR shareholders