Patriot Financial Group Insurance Agency, LLC - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is LQDH and the CUSIP is 46431W705. A total of 89 filers reported holding ISHARES U S ETF 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 U S ETF TR
ValueSharesWeighting
Q2 2022$65,000
+8.3%
719
+12.5%
0.01%
+18.2%
Q1 2022$60,000
-4.8%
639
-2.4%
0.01%
+10.0%
Q4 2021$63,000
+12.5%
655
+12.9%
0.01%0.0%
Q3 2021$56,000
-1.8%
580
-2.7%
0.01%0.0%
Q2 2021$57,000
+5.6%
596
+6.6%
0.01%
-16.7%
Q1 2021$54,000
+14.9%
559
+13.6%
0.01%0.0%
Q4 2020$47,000
-9.6%
492
-14.4%
0.01%
-29.4%
Q3 2020$52,000
-40.9%
575
-41.0%
0.02%
-50.0%
Q2 2020$88,000
+1000.0%
975
+855.9%
0.03%
+750.0%
Q1 2020$8,000
+60.0%
102
+100.0%
0.00%
+100.0%
Q4 2019$5,0000.0%510.0%0.00%0.0%
Q3 2019$5,0000.0%510.0%0.00%0.0%
Q2 2019$5,0000.0%510.0%0.00%
-33.3%
Q1 2019$5,0000.0%510.0%0.00%0.0%
Q4 2018$5,0000.0%510.0%0.00%0.0%
Q3 2018$5,0000.0%510.0%0.00%
-40.0%
Q2 2018$5,000510.01%
Other shareholders
ISHARES U S ETF TR shareholders Q3 2021
NameSharesValueWeighting ↓
SimpliFi, Inc. 280,173$26,843,00012.05%
Harborview Advisors, LLC 160,795$15,406,0008.63%
MIRSKY FINANCIAL MANAGEMENT CORP. 134,883$12,923,0005.76%
WJ Wealth Management, LLC 57,613$5,510,0003.66%
MBM Wealth Consultants, LLC 64,585$6,188,0002.82%
Richard Bernstein Advisors LLC 907,257$86,924,0001.75%
Wealthcare Advisory Partners LLC 271,979$26,058,0001.70%
Graypoint LLC 80,404$7,704,0000.94%
LEO BROKERAGE, LLC 47,213$4,523,0000.84%
COLLECTIVE FAMILY OFFICE LLC 16,169$1,549,0000.67%
View complete list of ISHARES U S ETF TR shareholders