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 ↓
Colorado Capital Management, Inc. 32,891$3,281,0002.36%
Highland Private Wealth Management 39,355$4,697,0001.56%
TOMPKINS FINANCIAL CORP 31,827$3,799,0000.78%
C-J Advisory, Inc. 9,333$1,114,0000.75%
Patriot Wealth Management, Inc. 46,641$5,567,0000.70%
FundX Investment Group, LLC 9,342$1,115,0000.62%
MISSION WEALTH MANAGEMENT, LP 36,725$4,383,0000.58%
GOULD ASSET MANAGEMENT LLC /CA/ 10,640$1,270,0000.51%
Shepherd Financial Partners LLC 16,252$1,834,0000.41%
Snowden Capital Advisors LLC 29,481$3,518,9380.40%
View complete list of ISHARES TR shareholders