Patriot Financial Group Insurance Agency, LLC - ISHARES TR ownership

ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 239 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Patriot Financial Group Insurance Agency, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$9,000
-18.2%
700.0%0.00%0.0%
Q1 2022$11,000
+57.1%
70
+75.0%
0.00%
+100.0%
Q4 2021$7,000
+16.7%
400.0%0.00%0.0%
Q3 2021$6,0000.0%400.0%0.00%0.0%
Q2 2021$6,000400.00%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Aspire Capital Advisors LLC 63,048$10,929,00036.51%
FIRST CITIZENS BANK & TRUST CO 3,571,786$619,169,00024.22%
Baystate Wealth Management LLC 584,718$101,361,0009.15%
Strategic Equity Management 161,883$28,062,0008.78%
Atlantic Union Bankshares Corp 519,720$90,094,0007.64%
Mason & Associates Inc 133,826$23,199,0007.05%
Stonebridge Financial Planning Group, LLC 82,606$12,852,0006.74%
Crumly & Associates Inc. 105,796$16,517,0006.52%
SURIENCE PRIVATE WEALTH LLC 43,254$7,498,0006.11%
Legacy Wealth Planning, LLC 27,791$4,818,0005.50%
View complete list of ISHARES TR shareholders