Patriot Financial Group Insurance Agency, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 408 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Patriot Financial Group Insurance Agency, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$237,201
-60.5%
5,691
-61.3%
0.05%
-40.7%
Q4 2022$600,674
+362.1%
14,690
+357.6%
0.08%
+211.5%
Q2 2022$130,000
-18.8%
3,210
-11.9%
0.03%
-7.1%
Q1 2022$160,000
-4.2%
3,643
-1.5%
0.03%0.0%
Q4 2021$167,000
+12.1%
3,697
+13.2%
0.03%
+7.7%
Q3 2021$149,000
+56.8%
3,265
+58.2%
0.03%
+52.9%
Q2 2021$95,000
-37.5%
2,064
-37.9%
0.02%
-51.4%
Q1 2021$152,000
-84.1%
3,326
-84.2%
0.04%
-85.4%
Q4 2020$958,000
+0.3%
21,072
-3.0%
0.24%
-22.8%
Q3 2020$955,000
+7.3%
21,724
+4.7%
0.31%
-8.5%
Q2 2020$890,000
+50.1%
20,756
+43.1%
0.34%
+25.5%
Q1 2020$593,000
+2595.5%
14,507
+2993.2%
0.27%
+3287.5%
Q4 2019$22,000
+340.0%
469
+334.3%
0.01%
+100.0%
Q1 2018$5,0000.0%1080.0%0.00%0.0%
Q4 2017$5,0001080.00%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
EXELON CORP 840,020$38,053,00027.78%
Donoghue Forlines LLC 1,050,971$47,609,0008.05%
Divergent Planning, LLC 210,559$9,526,0006.97%
Thrive Capital Management, LLC 220,289$9,979,0006.50%
Clearwater Capital Advisors, LLC 1,230,875$55,759,0006.15%
Sound Income Strategies, LLC 1,081,764$49,004,0005.77%
B, B, H, & B INC. 151,453$6,861,0005.72%
Kathmere Capital Management, LLC 695,809$31,520,0005.47%
IRONWOOD WEALTH MANAGEMENT, INC. 161,492$7,316,0005.12%
Regal Wealth Group, Inc. 193,269$8,755,0004.93%
View complete list of ISHARES TR shareholders