Patriot Financial Group Insurance Agency, LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 381 filers reported holding ISHARES TR in Q3 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 Q3 2021
NameSharesValueWeighting ↓
Divergent Planning, LLC 120,469$12,787,0009.36%
SPINNAKER TRUST 1,061,737$112,810,0007.23%
Roof Eidam Maycock Peralta, LLC 165,837$17,620,0005.95%
WIN ADVISORS, INC 243,769$25,900,0005.93%
Prostatis Group LLC 88,294$9,381,2535.75%
Varma Mutual Pension Insurance Co 3,079,816$327,230,0004.76%
Tradewinds Capital Management, LLC 275,317$29,252,0004.48%
WJ Wealth Management, LLC 48,627$5,164,0003.09%
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 50,209$5,335,0002.99%
Stewardship Advisors, LLC 75,584$8,031,0002.89%
View complete list of ISHARES TR shareholders