Patriot Financial Group Insurance Agency, LLC - ISHARES TR ownership

ISHARES TR's ticker is IEO and the CUSIP is 464288851. A total of 75 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Patriot Financial Group Insurance Agency, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$33,000
+17.9%
430
+30.3%
0.01%
+40.0%
Q1 2022$28,000
+154.5%
330
+83.3%
0.01%
+150.0%
Q4 2021$11,000
+10.0%
1800.0%0.00%0.0%
Q3 2021$10,0000.0%1800.0%0.00%0.0%
Q2 2021$10,000
+11.1%
1800.0%0.00%0.0%
Q1 2021$9,000
+50.0%
1800.0%0.00%0.0%
Q4 2020$6,000
+20.0%
1800.0%0.00%0.0%
Q3 2020$5,000
-16.7%
1800.0%0.00%0.0%
Q2 2020$6,000
+50.0%
1800.0%0.00%0.0%
Q1 2020$4,000
-60.0%
1800.0%0.00%
-50.0%
Q4 2019$10,000
+11.1%
1800.0%0.00%0.0%
Q3 2019$9,000
-10.0%
1800.0%0.00%0.0%
Q2 2019$10,0000.0%1800.0%0.00%
-20.0%
Q1 2019$10,000
+100.0%
180
+80.0%
0.01%
+66.7%
Q4 2018$5,000
-76.2%
100
-64.3%
0.00%
-76.9%
Q3 2018$21,0002800.01%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
MORGAN JESS S & CO INC 38,984$3,035,0003.15%
COTTONWOOD CAPITAL ADVISORS, LLC 36,752$2,861,0002.59%
SPC Financial, Inc. 238,539$18,570,0002.29%
Cadent Capital Advisors, LLC 48,088$3,744,0002.12%
Audent Global Asset Management, LLC 19,234$1,497,0001.03%
Telemetry Investments, L.L.C. 10,000$778,0000.92%
MinichMacGregor Wealth Management, LLC 28,281$2,201,0000.91%
Meadow Creek Wealth Advisors LLC 7,215$562,0000.69%
Endowment Wealth Management, Inc. 6,867$535,0000.64%
Well Done, LLC 36,571$2,847,0000.63%
View complete list of ISHARES TR shareholders