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 ↓
FIRST CITIZENS BANK & TRUST CO 4,064,017$645,651,00025.08%
Aspire Capital Advisors LLC 93,295$14,822,00014.10%
Strategic Equity Management 186,686$29,659,00010.67%
Baystate Wealth Management LLC 612,946$97,379,0008.59%
Stonebridge Financial Planning Group, LLC 85,563$13,593,0007.61%
Atlantic Union Bankshares Corp 517,941$82,285,0007.20%
Crumly & Associates Inc. 113,482$18,029,0006.76%
Mason & Associates Inc 134,226$21,324,0006.52%
Legacy Wealth Planning, LLC 30,546$4,853,0005.71%
Retireful, LLC 1,663$233,0005.60%
View complete list of ISHARES TR shareholders