Patriot Financial Group Insurance Agency, LLC - ISHARES TR ownership

ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 530 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.08 and the average weighting 0.6%.

Quarter-by-quarter ownership
Patriot Financial Group Insurance Agency, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$73,000
+17.7%
1,149
+34.7%
0.02%
+36.4%
Q1 2022$62,000
-20.5%
853
-16.2%
0.01%
-15.4%
Q4 2021$78,000
-23.5%
1,018
-24.8%
0.01%
-27.8%
Q3 2021$102,000
+85.5%
1,353
+87.1%
0.02%
+80.0%
Q2 2021$55,000
+31.0%
723
+26.4%
0.01%0.0%
Q1 2021$42,000
+16.7%
572
+17.5%
0.01%
+11.1%
Q4 2020$36,000
+9.1%
4870.0%0.01%
-18.2%
Q3 2020$33,000
-26.7%
487
-29.1%
0.01%
-35.3%
Q2 2020$45,000
+7.1%
687
+2.5%
0.02%
-10.5%
Q1 2020$42,000
-34.4%
670
-22.5%
0.02%
-20.8%
Q4 2019$64,000
-26.4%
865
-27.1%
0.02%
-38.5%
Q3 2019$87,000
+2.4%
1,187
+2.6%
0.04%
+5.4%
Q2 2019$85,000
+1.2%
1,157
-1.2%
0.04%
-14.0%
Q1 2019$84,000
+10.5%
1,171
+2.6%
0.04%
-14.0%
Q4 2018$76,000
-30.3%
1,141
-24.1%
0.05%
-23.1%
Q3 2018$109,000
+626.7%
1,503
+599.1%
0.06%
+306.2%
Q2 2018$15,000
-86.8%
215
-86.2%
0.02%
-81.0%
Q1 2018$114,000
-7.3%
1,562
-6.0%
0.08%
-8.7%
Q4 2017$123,000
+41.4%
1,662
+30.4%
0.09%
+1.1%
Q2 2017$87,000
+64.2%
1,275
+58.2%
0.09%
+62.5%
Q1 2017$53,000
-8.6%
806
-13.0%
0.06%
-29.1%
Q4 2016$58,0009260.08%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Burt Wealth Advisors 516,870$29,467,00011.82%
Sound Financial Strategies Group, LLC 78,581$4,480,0006.73%
GRAYHAWK INVESTMENT STRATEGIES INC. 170,487$9,719,0006.59%
AGILIS PARTNERS LLC 177,902$10,142,0006.39%
Ballew Advisors, Inc 122,205$6,945,0006.23%
Wharton Business Group, LLC 1,606,186$91,569,0006.19%
VAUGHAN & Co SECURITIES, INC. 121,477$6,925,0005.98%
HERON FINANCIAL GROUP, LLC 141,002$8,039,0004.97%
Family Capital Trust Co 178,416$10,171,0004.66%
Lester Murray Antman dba SimplyRich 169,156$9,643,0004.34%
View complete list of ISHARES TR shareholders