Patriot Financial Group Insurance Agency, LLC - ISHARES TR ownership

ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 217 filers reported holding ISHARES TR in Q2 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$13,000
-13.3%
2150.0%0.00%0.0%
Q1 2022$15,000
-6.2%
2150.0%0.00%0.0%
Q4 2021$16,000
+6.7%
2150.0%0.00%0.0%
Q3 2021$15,0000.0%2150.0%0.00%0.0%
Q2 2021$15,000
+7.1%
2150.0%0.00%0.0%
Q1 2021$14,0000.0%2150.0%0.00%
-25.0%
Q4 2020$14,000
+16.7%
2150.0%0.00%0.0%
Q3 2020$12,0000.0%2150.0%0.00%
-20.0%
Q2 2020$12,000
+50.0%
215
+30.3%
0.01%
+25.0%
Q1 2020$8,000
-82.6%
165
-79.0%
0.00%
-76.5%
Q4 2019$46,000
+206.7%
785
+181.4%
0.02%
+142.9%
Q3 2019$15,0000.0%279
+0.4%
0.01%
+16.7%
Q2 2019$15,0000.0%278
+0.4%
0.01%
-25.0%
Q1 2019$15,000
+15.4%
277
+0.4%
0.01%
-11.1%
Q4 2018$13,000
-83.1%
276
-80.5%
0.01%
-80.4%
Q3 2018$77,000
+755.6%
1,417
+758.8%
0.05%
+360.0%
Q2 2018$9,000
-79.1%
165
-79.7%
0.01%
-68.8%
Q1 2018$43,000
-2.3%
8120.0%0.03%
-3.0%
Q4 2017$44,000
+2.3%
812
+0.6%
0.03%
-13.2%
Q3 2017$43,000
+4.9%
807
+0.6%
0.04%
-11.6%
Q2 2017$41,000
+28.1%
802
+26.3%
0.04%
+26.5%
Q1 2017$32,000
-20.0%
635
-24.1%
0.03%
-38.2%
Q4 2016$40,0008370.06%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Waterloo Capital, L.P. 232,378$14,753,6844.33%
Fort Henry Capital, LLC 49,682$3,154,3102.70%
Consilium Wealth Advisory, LLC 54,792$3,478,7342.44%
Archvest Wealth Advisors, Inc. 83,934$5,444,6802.22%
NORTHWEST WEALTH MANAGEMENT, LLC 77,304$4,908,0461.77%
UNIQUE WEALTH, LLC 66,436$4,218,0091.76%
PATTON ALBERTSON MILLER GROUP, LLC 112,648$7,152,0051.40%
Weaver Consulting Group 36,653$2,327,1191.05%
Buttonwood Financial Group, LLC 23,079$1,419,5871.04%
LBMC INVESTMENT ADVISORS, LLC 141,404$8,785,4600.94%
View complete list of ISHARES TR shareholders